Get a weekly performance brief from supplied data
Give your weekly review a consistent starting point with a PDF built from the metrics and context you provide.
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
Preparing for a weekly review can mean gathering scattered metrics and rebuilding the same summary each time.
- Create a repeatable PDF format for a weekly review.
- Use a schedule to prompt the workflow to run.
- Call out unavailable metrics instead of presenting invented figures.
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 weekly performance brief from the AgencyZoom data made available to the run, noting unavailable metrics.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Run one real example and check each reported metric against its source.
Questions about this workflow
Will the schedule automatically retrieve AgencyZoom data?
Only if that data is made available to the automation run. The listed trigger is a Notis schedule, not an AgencyZoom event.
Can it compare performance week over week?
Only when the current and prior period data are supplied or 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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