Make AgencyZoom performance spreadsheets readable as HTML
Turn a performance workbook into a compact HTML table that is easier to scan or embed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert Excel to HTML
Converts an Excel spreadsheet into an HTML table.
Why this helps
Spreadsheet reports can be awkward to share with people who need a quick view rather than a workbook.
- Create a readable table from a performance workbook.
- Reduce friction when sharing report data in HTML-compatible contexts.
- Keep the conversion request tied to a webhook.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Conversion Tools once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the requested performance workbook and convert it to HTML.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real workbook and review the HTML table output.
Questions about this workflow
Does this create a performance analysis?
No. It converts the workbook to an HTML table. Ask Notis to summarize metrics separately if the source data supports it.
What file does the conversion need?
It needs an Excel workbook that Notis can retrieve or that the webhook request identifies.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Conversion tools. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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