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Convert campaign spreadsheets to CSV on a schedule

Put a recurring spreadsheet conversion on the calendar and get a CSV version ready for the next step in your process.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Convert Excel to CSV

Why this helps

Repeated spreadsheet conversions are easy to forget and interrupt focused work when they have to be done by hand.

  • Run Excel to CSV conversion on a recurring schedule.
  • Reduce repetitive file conversion steps.
  • Use a CSV output for downstream analysis or review.

Setup

Build it in a few focused steps.

  • 1Connect Active Campaign and Conversion tools once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the recurring conversion.
  • 3Tell Notis which Excel file or URL to convert to CSV each time it runs.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real campaign spreadsheet.

Questions about this workflow

How does the schedule know which spreadsheet to convert?

Include the file or URL in your instruction. If the file changes over time, provide a stable URL or explain where Notis should obtain the current file.

Can the schedule run without a file source?

No. The conversion action needs an Excel file supplied as a local upload or URL.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Conversion tools. A trigger fires from one place; an action lands in another.

Active campaign triggers

Conversion tools actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Convert Excel to HTML

Converts an Excel spreadsheet into an HTML table.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Conversion Task

Creates a file or website conversion task; it counts against quota unless sandbox mode is on.

ActionInstant

Download Converted File

Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.

ActionInstant

Get Auth Info

Retrieves information about the authenticated user, including their email address.

ActionInstant

Get Conversion Config

Lists available conversion types and their options.

ActionInstant

Get File Info

Retrieves a stored file’s metadata and, for text files, a preview without using quota.

ActionInstant

Convert Word to Text

Converts a Word document to plain text.

ActionInstant

Get Task Status

Retrieves a conversion task’s status and, when successful, its result file ID.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and Conversion tools, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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