Review your project portfolio in one quarterly PDF
Bring the available project picture together for a calmer quarterly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Portfolio reviews take longer when project status, activity, and context must be gathered manually each time.
- Reduce quarterly reporting setup
- Create a consistent portfolio review artifact
- Review multiple project contexts together
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 portfolio report to prepare from the Agiled project information available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real portfolio example.
Questions about this workflow
Can this report show progress over time?
Only if historical progress data is available to the automation. Supply the baseline if Agiled does not return it.
What does the action produce?
Customjs converts HTML into a PDF document for review or sharing.
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.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
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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