Hand off extracted document details in a PDF
Give the next person a readable handoff that keeps the extracted details and your chosen context together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Important extracted information can be hard to act on when it is scattered across messages, documents, and follow-up notes.
- Package supplied extraction details and context into a single PDF.
- Create a repeatable format for team handoffs.
- Reduce manual reformatting between extraction and review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Customjs once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Describe the outcome: turn the supplied extraction details and context into a structured handoff PDF.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real handoff example and verify the details and structure.
Questions about this workflow
What information does this use?
It uses extraction details and context supplied with the request. Affinda does not provide a trigger event in this workflow.
Can the PDF include next steps?
Yes. Provide the next-step rules or ask Notis to identify actions supported by the supplied details. Any missing context should be supplied.
Can the recipient edit the PDF?
This action creates a PDF document. If you need an editable format, describe that requirement and confirm the available output supports it before relying on the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Customjs. A trigger fires from one place; an action lands in another.
Affinda triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Affinda and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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