Turn support chats into clear case summaries
Hand off a support issue with the context and troubleshooting steps already in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
Support handoffs often require someone to scan a long chat just to understand what has happened.
- Preserve troubleshooting steps already attempted.
- Make unresolved questions visible at handoff.
- Reduce repeated explanations across the team.
Setup
Build it in a few focused steps.
- 1Connect 2chat and DocRaptor once in the Notis portal.
- 2Create an automation named Support Case Summary.
- 3Tell Notis to summarize supplied support chat content into issue, reported symptoms, attempted fixes, current status, and remaining questions, then create a PDF.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real support conversation before relying on the summary.
Questions about this workflow
Will it diagnose the customer issue?
The workflow summarizes the provided conversation. It should not claim a diagnosis that the chat does not establish.
What if troubleshooting details are missing?
Notis can flag the missing information as a question for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to DocRaptor. A trigger fires from one place; an action lands in another.
2chat triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
2chat and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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