Put AccuLynx open task details in an XLSX
Gather task information into a spreadsheet so follow-up planning starts with one clear view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Open tasks spread across jobs can be difficult to scan and prioritize during a busy week.
- Create a spreadsheet view of available task details.
- Make follow-up review easier to scan in one file.
- Reduce manual collection of task information.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and DocRaptor once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe which available open task details to include in the XLSX.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example.
Questions about this workflow
Will this assign or update tasks?
No. This workflow creates an XLSX for review and does not change task assignments.
What if task due dates or owners are unavailable?
The report can only include information available from AccuLynx. Provide any missing details to Notis if they are required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to DocRaptor. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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