Make contact quality review easier to finish
Start a monthly review from the contact data you supply, then track the XLSX document job while it completes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Contact cleanup slips when teams must gather notes, interpret results and assemble a spreadsheet by hand.
- Create a recurring checkpoint for contact quality.
- Keep the reviewed findings in a spreadsheet artifact.
- Track asynchronous document completion.
Setup
Build it in a few focused steps.
- 1Connect Abstract and DocRaptor once in the Notis portal.
- 2Create an automation by describing the desired outcome in plain language.
- 3Describe: process the contact text I provide with Abstract and create an XLSX summary of the returned findings.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real contact sample.
Questions about this workflow
Where does the contact data come from?
Provide it to the scheduled automation. No Abstract trigger event or automatic contact source is listed.
Can I include an existing quality baseline?
Yes, if you supply it. The workflow should not assume Abstract provides a baseline or historical comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to DocRaptor. A trigger fires from one place; an action lands in another.
Abstract triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Abstract and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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