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Prepare a project closeout document from Agiled

Wrap up work with a clear closeout document without starting from a blank page.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Convert HTML to PDF

Converts HTML content into a PDF document.

Why this helps

Closing a project can leave founders reconstructing decisions, delivery notes, and task outcomes from memory.

  • Create a repeatable closeout artifact
  • Reduce end-of-project admin
  • Use available project details as the source

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Customjs once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe the closeout PDF to prepare from Agiled project and task information.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real completed project example.

Questions about this workflow

Can the document list completed tasks?

It can summarize task details available in Agiled. If completion status or history is not returned, supply the needed information.

Does this mark the project complete?

No. The selected Customjs action generates a PDF; it does not update the Agiled project.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Customjs. A trigger fires from one place; an action lands in another.

Agiled triggers

Customjs actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Authenticate CustomJS API Key

Validates an API key and retrieves workspace details and request limits.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Convert HTML to PDF

Converts HTML content into a PDF document.

ActionInstant

Convert HTML to PNG

Converts HTML into a PNG image.

ActionInstant

Merge multiple PDFs into one

Combines multiple PDF files into one PDF document.

ActionInstant

Run Puppeteer Script

Runs a browser script and captures a screenshot.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Customjs, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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