Close the month with a document run review
Add a lightweight monthly review of recent PDF transactions to your Affinity document workflow routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List API Transactions
Retrieve a paginated list of API transaction history.
Why this helps
Document activity can be easy to forget by month end, especially when generation happens in the background.
- Review recent paginated API transaction history monthly.
- Keep asynchronous document activity visible.
- Create a simple recurring closeout report.
Setup
Build it in a few focused steps.
- 1Connect Affinity and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve recent transactions and summarize document activity for the reporting period.
- 4Pick a monthly schedule and choose where run reports go.
- 5Test with one real example and confirm the transaction report is useful.
Questions about this workflow
Can it compare this month to last month?
Only if the relevant period data is retrieved and supplied for comparison. The transaction action does not promise a comparison by itself.
Does the schedule start from Affinity?
No. This workflow uses a recurring Notis schedule because Affinity exposes no trigger events here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Craftmypdf. A trigger fires from one place; an action lands in another.
Affinity triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
Affinity and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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