Review agency performance with a monthly PDF
Keep a regular performance snapshot ready for your monthly review and planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Monthly reviews lose momentum when gathering metrics and preparing a readable summary becomes another project.
- Create a predictable monthly review document.
- Keep the metric scope visible and consistent.
- Focus review time on decisions instead of formatting.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Define which performance measures to include and ask Notis to create a PDF summary.
- 4Choose a monthly schedule and select where run reports should go.
- 5Test with one real example and confirm the measures and time period.
Questions about this workflow
Are all agency metrics available automatically?
Only metrics accessible through the connection can be used. Supply any missing data, metric definitions, or baselines.
Can the report compare months?
It can if the needed historical values are available or supplied.
Does the schedule trigger depend on AgencyZoom?
No. The Notis schedule starts the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to DocRaptor. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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