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Prepare an HTML table from campaign Excel data

Turn a campaign spreadsheet into an HTML table that is easier to reuse in a report or page.

Trigger

Recurring schedule

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

Action

Convert Excel to HTML

Converts an Excel spreadsheet into an HTML table.

Why this helps

Copying spreadsheet data into a presentable table takes attention away from reviewing campaign results.

  • Create an HTML table from an Excel source.
  • Reduce manual copying and formatting.
  • Use a regular schedule to prepare recurring materials.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Conversion tools once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to convert the supplied campaign Excel file into an HTML table.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real Excel file and confirm the resulting table is usable.

Questions about this workflow

Does the workflow read campaign data directly from ActiveTrail?

It can use data ActiveTrail returns, but the Excel-to-HTML action requires an Excel file supplied by upload or URL.

Can the schedule create a new export in ActiveTrail?

No ActiveTrail trigger or export action is specified here. Provide the Excel file source the conversion action needs.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

ActiveTrail 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.

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

When this happens · Trigger

Do this · Action

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