Start prospect reviews with a ready to scan workbook
Schedule a research run and prepare an Excel workbook from the prospect information Agenty finds.
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
Prospect research often gets delayed when each website must be reviewed and copied into a separate spreadsheet by hand.
- Prepare recurring research in a format that is easy to filter.
- Keep the prospect records returned for each run together.
- Reduce manual copying before a prospect review.
Setup
Build it in a few focused steps.
- 1Connect Agenty and DocRaptor once in the Notis portal.
- 2Create a Notis automation with a clear prospect research name.
- 3Tell Notis to use Agenty to research the specified prospect websites and create an XLSX workbook from the returned records and source URLs.
- 4Choose the recurring schedule trigger and a channel for run reports.
- 5Test with one real scheduled run and review the workbook.
Questions about this workflow
Where does the prospect list come from?
The automation needs the websites or prospect criteria to be available in its instruction or run context. Agenty returns the researched records.
Can it include fields Agenty did not find?
No. Notis can organize returned data, but missing information should be treated as unavailable rather than guessed.
Can I use the workbook for any research cadence?
Yes. Choose a schedule that fits how often you need refreshed research.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to DocRaptor. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business DocRaptor.