Create formatted PDFs for deal research pages
Turn selected company pages into documents formatted for sharing and offline review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert URL to PDF with Options
Convert a URL or HTML content into a PDF with custom formatting.
Why this helps
Important web research is awkward to share or revisit when it only exists as a live page.
- Create PDFs from selected deal webpages.
- Set formatting preferences such as page size, margins, or orientation.
- Make research artifacts easier to review offline.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agenty once in Notis.
- 2Create an automation and describe which deal webpages to convert and the formatting preferences.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one accessible URL and review the generated PDF.
Questions about this workflow
Can the action convert raw HTML too?
Yes. The listed action supports URL-based and raw HTML conversion.
What formatting can be specified?
The action supports options including page size, margins, headers, footers, and orientation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agenty. A trigger fires from one place; an action lands in another.
Affinity triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add List Rows
Add rows to an existing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Creates an API key for programmatic access to your account.
Connect any two apps with Notis in the middle.
Affinity and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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