Prepare client PDF packets for month end
Generate a batch of client documents together, with an optional merged packet for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Why this helps
Preparing separate client documents at month end creates repetitive work and makes it easier to overlook one.
- Generate multiple PDFs concurrently.
- Optionally merge generated documents into one file.
- Reduce repetitive month-end document preparation.
Setup
Build it in a few focused steps.
- 1Connect Agiled and CraftMyPDF once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to create the required client PDFs from available data and templates, and specify whether to merge them.
- 4Choose a recurring month-end Notis schedule and select where run reports should go.
- 5Test with one real client batch and confirm each PDF and any merged file.
Questions about this workflow
Can the workflow make a separate PDF for each client?
The action creates multiple PDFs in parallel. Client records and template data must be supplied or available to the automation.
Is the output always merged?
No. Merging is optional; state whether the batch should be combined into one file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Craftmypdf. A trigger fires from one place; an action lands in another.
Agiled triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Creates an embeddable editor session for a PDF template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Add Watermark to PDF
Overlay a customizable text watermark on a PDF.
List PDF Templates
Lists the available PDF templates.
Create PDF Asynchronously (Extended)
Start PDF creation in the background and return a transaction reference; a callback reports when it is ready.
Create PDFs in Parallel
Generate multiple PDFs concurrently from templates and optionally merge them into one file.
Get Account Information
Retrieve account subscription, usage, quota, and creation details.
Get PDF Information
Retrieve PDF metadata and page count without downloading the full document.
Connect any two apps with Notis in the middle.
Agiled and Craftmypdf, 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 Craftmypdf.