Get a weekly pipeline review ready for your planning session
Start your review with a prepared snapshot of the pipeline, risks, and next steps your team supplies.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Founders lose planning time collecting deal updates and trying to spot stalled opportunities across the pipeline.
- Create a repeatable starting point for weekly pipeline reviews.
- Keep risks and next steps visible in one document.
- Reduce time spent assembling a review from scattered deal updates.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a pipeline review from deal details available to the automation, noting any missing updates or totals.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real pipeline example and review the generated PDF.
Questions about this workflow
Does the schedule automatically pull Agile CRM deals?
No deal-listing action is specified here. The automation needs access to the deal details through its available context or supplied input; otherwise it should report that the data is missing.
Can it compare this week with last week?
Only if both periods' data are available. A historical baseline is not implied by the listed actions.
How often does it run?
Choose the recurring schedule when setting up the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Documint. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
Agile CRM and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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