Refresh your document template inventory quarterly
Get a periodic inventory of available PDF templates to help keep document operations organized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List PDF Templates
Lists the available PDF templates.
Why this helps
An outdated mental list of document templates can slow down new workflow planning and maintenance.
- Refresh the available template list on a quarterly cadence.
- Make template review easy to assign and revisit.
- Keep a report of returned templates in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Craftmypdf once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to retrieve the template inventory and summarize the available templates for quarterly planning.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test a run and confirm the inventory report is readable.
Questions about this workflow
Can this report which templates are obsolete?
The action returns a paginated list of templates. Obsolete status must be supplied or assessed using context you provide.
Can I change the schedule later?
Choose or adjust the recurring schedule for the automation in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Craftmypdf. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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