Make document review requests easier to act on
Turn a review request into a ready-to-open editor session, so you can focus on the changes instead of setting up the document workspace.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Why this helps
Review requests often sit in the inbox while someone locates the right template and opens an editing session.
- Prepare an editor session for a requested template.
- Reduce the steps between reading a review request and acting on it.
- Keep the review request and generated session tied to the same automation run.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Craftmypdf once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one in plain language.
- 3In one instruction, describe which review emails qualify and how to choose the requested template.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real review request and confirm the editor session URL is usable.
Questions about this workflow
Does this workflow edit the PDF for me?
No. It creates an embeddable editor session URL for a template so someone can review or make changes.
What if the email does not identify a template?
Add template selection guidance to your instruction, or include the required template choice in the request. Notis cannot infer a template catalog that it has not been given.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Craftmypdf. A trigger fires from one place; an action lands in another.
Agent mail triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
New Email Received
Trigger for new emails in an AgentMail inbox
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
Agent mail and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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