Prepare month-end client reviews with less document work
Use a recurring prompt to turn available client review details into a clean, consistent PDF packet.
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
Month-end reviews can pile up when each packet has to be assembled and formatted from scratch.
- Use a recurring schedule to prepare a review artifact.
- Give client review documents a consistent structure.
- Keep the packet grounded in details made available to the run.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CustomJS once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to prepare a month-end review PDF from the client details available to the run and identify missing context.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example and review the packet before using it with a client.
Questions about this workflow
Will this create a packet for every AgencyZoom client?
Only clients and details available to the scheduled run can be included. Specify the intended client scope in your prompt or supplied data.
Can I use the PDF as a final client recommendation?
Review the document and its source details before sharing; the automation formats information made available to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Customjs. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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