Review credential activity in one monthly document
Set a recurring review that turns available credential activity into a structured PDF for your monthly operations check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Credential activity is easy to overlook when it lives in a separate tool and has no regular review point.
- Create a predictable monthly review artifact.
- Reduce the effort of assembling a recurring summary.
- Make unavailable data visible instead of silently filling gaps.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the monthly summary.
- 3Tell Notis to summarize the available credential activity for the period and generate a PDF using your Documint template; ask it to call out unavailable data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example period and review the generated summary.
Questions about this workflow
Can Notis report on Accredible activity without an Accredible trigger?
This workflow starts on a Notis schedule. It relies on the connected Accredible access and data available to Notis when the scheduled run begins.
Will the report include activity that is not available to Notis?
No. The instruction should ask Notis to identify unavailable data rather than infer or invent it.
Can I change the reporting period?
Yes. State the period you want in the automation instruction, such as the previous calendar month.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Documint. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Accredible certificates and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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