Put a weekly Agiled task summary into a PDF
Give your weekly review a ready-to-read task report instead of another round of manual copying.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Text to PDF
Add text annotations, such as page numbers, watermarks, headers, or footers, to a PDF.
Why this helps
Task status is easy to lose track of when updates sit in project tools and weekly reviews begin with document prep.
- Start the workflow on a recurring schedule.
- Add report text to an existing PDF.
- Make task review material easier to share.
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 summarize available Agiled task information and add the summary to a report PDF.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and verify the summary and PDF output.
Questions about this workflow
Can this summarize all Agiled tasks automatically?
Only task data available to Notis for the run can be summarized. If the workflow needs a particular date range or selection, specify that in the instruction and ensure that information is available.
What does Add Text to PDF do?
It adds text annotations to an existing PDF, including overlays such as headers, footers, or report text. It does not generate a document from a template.
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
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