Keep partner landscape reviews moving each quarter
Set a quarterly research rhythm and get returned partner findings collected in a single review document.
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
Partner landscape reviews often get delayed because research and documentation compete with day-to-day work.
- Give partner research a recurring review point.
- Keep returned findings together by organization.
- Make gaps clear for follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and DocRaptor once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe the partner landscape to research and ask Notis to organize returned findings into a quarterly PDF review.
- 4Choose notis_cron as the trigger, set the quarterly schedule, and select where run reports should go.
- 5Test with one real landscape research run.
Questions about this workflow
Will this workflow identify every potential partner?
No. It organizes findings returned for the research scope you provide.
Can it compare against the previous quarter?
Only if a prior snapshot or baseline is supplied or available in the run context. Otherwise it should note that historical comparison is unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to DocRaptor. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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