Make investor PDFs easier to share
Schedule a check for the investor documents you have identified. Notis can send the supplied PDF files through Api2pdf optimization.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Optimize PDF
Reduces a PDF’s file size while maintaining its quality.
Why this helps
Large investor PDFs can slow down sharing and create extra steps when preparing materials for a conversation.
- Reduces file size for supplied PDFs while maintaining quality.
- Runs on a recurring schedule to support routine document preparation.
- Keeps the work connected to relevant investor records in Affinity.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Api2pdf once in the Notis portal.
- 2Create an automation with a name, prompt, and report channel.
- 3Tell Notis to find the relevant investor records and optimize the PDF URLs supplied for those documents.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real investor record and an accessible PDF URL.
Questions about this workflow
Can this find PDF files that are not linked or supplied?
No. The automation needs accessible PDF URLs in the records or other workflow context. The listed action optimizes an existing PDF.
Can it run when an Affinity record changes?
No Affinity trigger events are available here. This workflow starts on a recurring Notis schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Api2pdf. A trigger fires from one place; an action lands in another.
Affinity triggers
Api2pdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Header Footer
Converts HTML to a PDF with headers and footers on each page.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete PDF
Permanently deletes a generated PDF from storage.
Check API Status
Check whether the PDF conversion service is available and responding.
Extract PDF Pages
Extracts selected pages from a PDF into a new document.
LibreOffice PDF to HTML
Converts a PDF document to HTML.
LibreOffice Thumbnail
Creates a thumbnail preview of a document’s first page.
Merge PDFs
Combines multiple PDF documents into one.
Optimize PDF
Reduces a PDF’s file size while maintaining its quality.
Connect any two apps with Notis in the middle.
Affinity and Api2pdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Api2pdf.