Get a recurring PDF view of your Affinity pipeline
Set a review cadence and ask Notis to turn the Affinity pipeline information available to the run into a compact document.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Pipeline reviews often depend on remembering what changed and assembling a view when it is time to prioritize.
- Create a repeatable document for pipeline review.
- Keep prioritization context in one place for the run.
- Highlight only comparisons or changes supported by available history.
Setup
Build it in a few focused steps.
- 1Connect Affinity and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, describe the pipeline review document and specify that unavailable history or baselines should be marked missing.
- 4Choose notis_cron as the trigger and set the schedule, then choose where run reports should go.
- 5Test with one real pipeline example and review the PDF for unsupported assumptions.
Questions about this workflow
Can it report what changed since the last run?
Only if the run has access to the needed history or you supply a baseline. Otherwise, ask it to mark the comparison as unavailable.
Does the schedule guarantee current Affinity data?
The document can only use Affinity information available to that automation run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to DocRaptor. A trigger fires from one place; an action lands in another.
Affinity triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Affinity and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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