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Notis

Prepare your weekly campaign packet on schedule

Give your weekly review a consistent starting point with reports generated from the campaign results you choose.

Trigger

Recurring schedule

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

Action

Create PDFs in Parallel

Generate multiple PDFs concurrently from templates and optionally merge them into one file.

Why this helps

Preparing several campaign reports one at a time can turn a regular review into a repetitive admin task.

  • Generate multiple campaign reports in parallel
  • Give weekly reviews a consistent document format
  • Spend less time assembling report files

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 weekly packet.
  • 3Tell Notis which available campaign results to include and to generate one PDF per selected campaign using your Craftmypdf templates.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real set of campaign results before relying on the schedule.

Questions about this workflow

Can it make one PDF for each campaign?

Yes. Ask Notis to generate multiple PDFs in parallel from the selected campaign results and templates.

Can it create a single merged packet?

The listed parallel PDF action optionally merges generated PDFs. State whether you want separate files or a merged output in your instruction.

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.

TriggerScheduled

Create Editor Session

Creates an embeddable editor session for a PDF template.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Text to PDF

Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.

ActionInstant

Add Watermark to PDF

Overlay a customizable text watermark on a PDF.

ActionInstant

List PDF Templates

Lists the available PDF templates.

ActionInstant

Create PDF Asynchronously (Extended)

Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.

ActionInstant

Create PDFs in Parallel

Generate multiple PDFs concurrently from templates and optionally merge them into one file.

ActionInstant

Get Account Information

Retrieve account subscription, usage, quota, and creation details.

ActionInstant

Get PDF Information

Retrieve PDF metadata and page count without downloading the full document.

ActionInstant

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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