Review email sequences in one recurring PDF
Make sequence review a repeatable routine with a document your team can open when needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Hosted Async Document
Creates a hosted document asynchronously.
Why this helps
Sequence details are easy to leave unreviewed when checking them requires finding and formatting information across screens.
- Create a recurring review document.
- Use a hosted document for access after generation.
- Keep sequence review from becoming an ad hoc task.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and DocRaptor once in the Notis portal.
- 2Create an automation and describe the sequence review PDF you need.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real sequence example.
Questions about this workflow
Does this workflow change or optimize my sequences?
No. The selected action generates a document. Any review is based on the sequence information available to Notis.
Where can I get the generated document?
The hosted async action creates a hosted document and tracks completion through a callback or status API.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to DocRaptor. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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