Convert deal files on a recurring schedule
Use a schedule to process a recurring set of supplied deal documents into a useful format.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Why this helps
Recurring file preparation can slip when it depends on remembering to convert every new batch by hand.
- Put recurring conversion work on a schedule.
- Specify the output format once in the automation prompt.
- See run outcomes in the selected report channel.
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 Scheduled Deal File Prep.
- 3Tell Notis to convert the deal files supplied for each run into the needed output format.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real file from the batch and confirm the source is available at run time.
Questions about this workflow
Does the schedule retrieve files from Affinity automatically?
No such retrieval event or action is listed. The scheduled run must receive or have access to the files it should convert.
Can the output format change between runs?
The prompt can describe the desired conversion. For a reliable recurring process, use a consistent input and output format.
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.
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Conversion Task
Creates a file or website conversion task; it counts against quota unless sandbox mode is on.
Download Converted File
Downloads a converted file after its task succeeds; the file is automatically deleted after 24 hours.
Get Auth Info
Retrieves information about the authenticated user, including their email address.
Get Conversion Config
Lists available conversion types and their options.
Get File Info
Retrieves a stored file’s metadata and, for text files, a preview without using quota.
Convert Word to Text
Converts a Word document to plain text.
Get Task Status
Retrieves a conversion task’s status and, when successful, its result file ID.
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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