Keep emailed confirmation pages easy to retrieve
Turn selected confirmation or policy links into a document you can find again when a support or billing question comes up.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Generate PDF from webpage
This tool generates a pdf from a specified webpage using browserless's pdf generation api. it allows specifying the url of the webpage along with parameters such as format, filename, and waituntil options to control the pdf generation process.
Why this helps
Receipts and policy pages become difficult to retrieve when they are split across inbox threads and changing websites.
- Create PDF snapshots of selected linked reference pages.
- Reduce the need to locate and reopen old email links.
- Keep a more stable copy for later review.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Browserless once in the Notis portal.
- 2Create an automation named Email Confirmation Page Archive.
- 3Tell Notis to identify receipt, confirmation or policy page links in each new email and generate a PDF snapshot for those pages.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real confirmation email and check the resulting PDF.
Questions about this workflow
Does this extract billing details too?
The PDF action captures a webpage. It does not itself identify or validate billing details.
Can it archive attachments?
The listed PDF action generates a PDF from a webpage URL. It is intended for linked pages, not email attachments.
Should every confirmation email be archived?
You can instruct Notis to handle only the kinds of confirmation, receipt or policy links you care about.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Browserless. A trigger fires from one place; an action lands in another.
Agent mail triggers
Browserless actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agent mail and Browserless, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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