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Make a browser-friendly HTML view of your pipeline

Turn a supplied spreadsheet export into an HTML table that is easy to open and scan.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Convert Excel to HTML

Converts an Excel spreadsheet into an HTML table.

Why this helps

Sharing a pipeline spreadsheet can make quick review awkward when recipients only need a readable table.

  • Create a table representation from a supplied Excel file.
  • Make pipeline information easier to view in a browser.
  • Avoid manually rebuilding a spreadsheet as a web page.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Conversion tools once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it Pipeline HTML View.
  • 3Tell Notis to convert the supplied Affinity pipeline Excel file into an HTML table.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real pipeline export and provide the file or URL.

Questions about this workflow

Does the workflow read pipeline data directly from Affinity?

Affinity has no trigger events in this setup. Send a spreadsheet export or its URL when calling the webhook.

What does the conversion produce?

The listed action creates an HTML table representation of an Excel file.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Conversion tools. A trigger fires from one place; an action lands in another.

Affinity triggers

Conversion tools actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Convert Excel to HTML

Converts an Excel spreadsheet into an HTML table.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Conversion Task

Creates a file or website conversion task; it counts against quota unless sandbox mode is on.

ActionInstant

Download Converted File

Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.

ActionInstant

Get Auth Info

Retrieves information about the authenticated user, including their email address.

ActionInstant

Get Conversion Config

Lists available conversion types and their options.

ActionInstant

Get File Info

Retrieves a stored file’s metadata and, for text files, a preview without using quota.

ActionInstant

Convert Word to Text

Converts a Word document to plain text.

ActionInstant

Get Task Status

Retrieves a conversion task’s status and, when successful, its result file ID.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Conversion tools, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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