Make a client-ready PDF from every email brief
Keep project details in one place. Send a brief to your Agent mail inbox and let Notis turn it into a shareable PDF.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Convert HTML to PDF
Tool to convert HTML to a PDF document. Use when you need to generate a PDF from raw HTML. Returns raw PDF bytes suitable for download or storage.
Why this helps
Copying project details from email into a document adds busywork and makes it easy to miss a requirement.
- Create a consistent document from incoming project details.
- Reduce copy and paste between email and document tools.
- Keep the original email available as the source of the brief.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Customjs once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Ask Notis to turn each new brief email into a clean HTML document and convert it to PDF with Customjs.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real brief email and review the resulting PDF.
Questions about this workflow
What should the email include?
Include the project details and any layout or branding guidance Notis should use. Notis can only use information present in the message or separately supplied by you.
Does this send the PDF to the client?
No. This workflow generates a PDF. Sending or storing it requires a separate supported action or process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Customjs. A trigger fires from one place; an action lands in another.
Agent mail triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Tool to authenticate a CustomJS API key. Use when verifying a user's API key before making further requests.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Tool to convert HTML to a PDF document. Use when you need to generate a PDF from raw HTML. Returns raw PDF bytes suitable for download or storage.
New Email Received
Trigger for new emails in an AgentMail inbox
Convert HTML to PNG
Tool to convert HTML string to PNG image. Use when you need a PNG from HTML after preparing your markup.
Capture webpage screenshot
Tool to capture a screenshot of a webpage. Use when you need a visual snapshot of a URL.
Merge multiple PDFs into one
Tool to merge multiple PDF files into a single PDF. Use when you have multiple PDF URLs and want one combined PDF.
Run Puppeteer Script
Tool to run a Puppeteer script and capture a screenshot. Use when automating headless browser tasks and needing a PNG output. Use after confirming the script logic.
Connect any two apps with Notis in the middle.
Agent mail and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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