Check campaign PDFs before they are filed or shared
Get a scheduled metadata and page-count review for the campaign PDFs you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Why this helps
A document can be difficult to file or review when its basic metadata and structure have not been checked.
- Review basic PDF information in one place
- Surface page counts for document handling
- Add a routine inspection step before filing
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the PDF review.
- 3Tell Notis to retrieve metadata and page-count information for the campaign PDFs made available to the workflow.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real PDF file reference.
Questions about this workflow
Does this extract all text from a PDF?
No. The action retrieves information about the PDF, including metadata and page count, without downloading the entire document.
Where does the workflow get the PDF reference?
Provide the PDF reference through the workflow's available context or your connected process. The PDF information action does not discover files by itself.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Craftmypdf. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
ActiveTrail and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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