Start your weekly deal review with a prepared PDF
Have Notis gather the Affinity deal context you ask for and prepare a compact review document on your chosen schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
A recurring review is easy to postpone when collecting deal context takes as long as the review itself.
- Make recurring deal reviews easier to start.
- Keep review preparation consistent from week to week.
- Receive a PDF report through the configured run-report channel.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Customjs once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, specify which returned Affinity deal information to review and ask for a compact HTML report converted to PDF.
- 4Pick the notis_cron trigger and choose the schedule and run-report destination.
- 5Test with one real example and check whether the returned Affinity data supports the report you requested.
Questions about this workflow
Can Notis include changes since last week?
Only if the necessary history or prior baseline is available to the automation. If it is not returned by Affinity, supply it or ask for a current-state review instead.
Can I choose when it runs?
Yes. Choose the schedule when setting up the notis_cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Customjs. A trigger fires from one place; an action lands in another.
Affinity triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
Affinity and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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