See your client portfolio in a weekly visual
Get a visual overview that makes your client workload easier to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PNG
Converts HTML into a PNG image.
Why this helps
Client work can feel hard to prioritize when each account requires its own round of context gathering.
- Make portfolio review more scannable
- Reduce repeated account navigation
- Create a consistent weekly overview
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 client portfolio image to create from Agiled information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client example.
Questions about this workflow
Will the image include every client record?
It can include the information available to the automation. Specify the relevant scope in your instruction.
Can it surface changes from last week?
Only if prior data or a baseline is available. The workflow should not infer history that Agiled does not provide.
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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No card. Works with personal or business Customjs.