Review your project portfolio with less prep
Have a monthly review document ready from the project information available in Agiled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Portfolio reviews take longer when leaders must gather project context immediately before the meeting.
- Reduce meeting preparation effort.
- Create a repeatable monthly review artifact.
- Track document completion asynchronously.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome: create a monthly portfolio review PDF from available Agiled project details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real portfolio review and confirm the document includes the intended projects.
Questions about this workflow
Can it compare this month with the prior month?
Only when both current and prior period information is available to the automation. Supply a baseline if Agiled does not provide one.
Can this run for several projects?
It can use the project information available in the run. State which projects or portfolio scope to include in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to DocRaptor. A trigger fires from one place; an action lands in another.
Agiled triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Creates a document asynchronously from HTML content.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Create Document from Referrer
Converts webpages into PDF or Excel documents.
Create Hosted Async Document
Creates a hosted document asynchronously.
Download Async Document
Downloads a completed asynchronous document.
Get Async Document Status
Checks the progress of asynchronous document creation.
List Documents (JSON)
Lists previously created documents with metadata in JSON format.
List Documents (XML)
Lists previously created documents with metadata in XML format.
Connect any two apps with Notis in the middle.
Agiled and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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