Create a quarterly snapshot of your Affinity pipeline
Give your quarterly review a repeatable starting point with a document built from the pipeline information the run can access.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Quarterly reviews become harder when current pipeline status and historical comparisons are assembled at the last minute.
- Prepare a recurring snapshot for quarterly review.
- Keep the summary grounded in available pipeline information.
- Flag historical comparisons that cannot be supported by available data.
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.
- 3Describe the snapshot sections in one instruction and specify any required historical baseline.
- 4Choose notis_cron as the trigger and set a quarterly schedule, then choose where run reports should go.
- 5Test with one real pipeline example and review the output for missing history or unsupported claims.
Questions about this workflow
Can it compare this quarter with the last one?
Only if both periods' data or a suitable baseline are available to the run. Ask Notis to state when a comparison is unavailable.
Can I change what the snapshot emphasizes?
Yes. Describe the sections and priorities in the automation instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business DocRaptor.