Put project risks in a brief you can act on
Create a focused risk document from the blockers and concerns included in your project context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Risk details can stay buried in task notes until they become urgent and harder to address.
- Collect supplied risks in one readable brief.
- Make review and follow-up easier to start.
- Avoid manually formatting risk summaries.
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 concise risk brief PDF from the project risks and context available in Agiled.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project and verify risks are grounded in supplied information.
Questions about this workflow
Will it detect risks that are not recorded?
No. It can summarize risk information available in the source details, but unrecorded risks must be supplied.
Can it assign follow-up owners?
Only if owner information is provided or available. This document action does not update task assignments.
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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