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Notis

Make an Affinity pipeline export ready as CSV

Reuse a spreadsheet export in tools that need plain CSV, without repeating the conversion steps.

Trigger

Recurring schedule

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

Action

Convert Excel to CSV

Why this helps

A pipeline export can be ready in Excel but still require another manual conversion before a downstream process can use it.

  • Cut the repeat work of converting a recurring export.
  • Prepare spreadsheet data for CSV-compatible workflows.
  • Receive a run report when the conversion runs.

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 CSV Export.
  • 3Tell Notis to convert the supplied Affinity pipeline Excel file to CSV.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real Excel export and provide its file or URL.

Questions about this workflow

Will this find and export the pipeline from Affinity?

No Affinity trigger or export action is listed here. Supply the Excel file or its URL for Conversion tools to convert.

Can it run on a schedule?

Yes. A Notis cron trigger starts it on the schedule you choose, provided the run has access to the current source 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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