Put a readable checked contact table on your review routine
Use a schedule to turn a supplied Excel export into HTML when it is time to review checked records.
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
A recurring review is harder to start when the data takes several clicks just to open and scan.
- Prepare an HTML table on a recurring schedule.
- Make checked contact details easier to scan.
- Use a supplied Excel URL without manually repeating the conversion.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Conversion tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to convert the supplied checked-contact Excel URL to HTML on schedule.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real checked contact workbook.
Questions about this workflow
Does the HTML get hosted automatically?
No. The action converts the Excel file to HTML. Hosting or publishing requires a separate step.
What input is needed?
Provide a URL for an Excel file containing records that have already been checked.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Conversion tools. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
Connect any two apps with Notis in the middle.
Addressfinder and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Conversion tools.