Create a consistent quarterly agency review
Bring the data available for your quarter-end review into one structured PDF, with gaps made visible.
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
Quarterly reviews take longer when teams have to gather numbers, context and caveats into a new format each time.
- Use a consistent structure for each quarterly review.
- Keep metric summaries tied to data available to the run.
- Surface missing baselines or context for follow-up.
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 create a quarterly review from available performance and policy details, noting missing data and comparison baselines.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example and validate the figures and comparisons.
Questions about this workflow
Can it calculate quarter-over-quarter change?
Yes, when the run includes comparable current and prior quarter values. Otherwise it should report that the baseline is missing.
Does this action make an AgencyZoom dashboard?
No. It generates a PDF from the data and instructions available to the run.
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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