Make PDF account details part of quarterly planning
Review subscription and usage information at a regular planning checkpoint, without needing to remember a separate lookup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Why this helps
Account details can be easy to miss when document workflows are reviewed only when something needs attention.
- Include account information in quarterly operations reviews.
- Keep subscription and usage details easier to find.
- Send the result to your selected reporting 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 subscription and usage details and summarize them for quarterly planning.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test one run and check that the report is clear and useful.
Questions about this workflow
Can this recommend an account plan?
The action retrieves account and usage details. Any plan recommendation would require additional criteria you supply.
Can I review a different cadence?
Choose a recurring schedule that matches your operations review rhythm.
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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