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Make your lead workbook easy to view as HTML

Turn a supplied Excel list into an HTML table when your regular review comes around.

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

Reviewing lead lists in spreadsheets can add friction when someone needs a simple web-ready table.

  • Create an HTML representation of an Excel lead workbook.
  • Make a supplied lead list easier to view in HTML-capable contexts.
  • Automate a recurring conversion task.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Conversion tools once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
  • 3In one instruction, ask Notis to convert the supplied Excel workbook to an HTML table representation.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real Excel lead workbook.

Questions about this workflow

Does this publish a web page?

No. The action converts an Excel file to HTML; publishing or hosting that output is not part of this workflow.

How is a new workbook provided?

Supply the workbook or its URL to the automation run. The schedule starts the run but does not discover files on its own.

Which action performs the conversion?

Convert Excel to HTML, action 4318.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Aeroleads 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.

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

When this happens · Trigger

Do this · Action

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