Keep important email decisions in a durable PDF
When a key email arrives, create a readable PDF copy so the details are easy to revisit and share.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
Why this helps
Important approvals and decisions get buried in a busy inbox, making them hard to find when you need a record.
- Keep a portable record of important messages.
- Reduce time spent searching the inbox for past decisions.
- Create a consistent document from each qualifying email.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Cloudlayer once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one, and give it a name.
- 3In one instruction, ask Notis to turn important incoming email content into a clean PDF using Cloudlayer.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email and review the generated PDF.
Questions about this workflow
Can this save every incoming email?
Describe which messages count as important in your instruction. The trigger runs for new emails, and Notis applies that instruction to decide what to process.
What does Cloudlayer create?
Cloudlayer converts HTML content into a PDF. Notis can prepare a readable HTML representation of the email content for that conversion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Cloudlayer. A trigger fires from one place; an action lands in another.
Agent mail triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Email Received
Trigger for new emails in an AgentMail inbox
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HTML to Image
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Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
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Connect any two apps with Notis in the middle.
Agent mail and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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