Prepare quarterly client reviews with less effort
Have client and project context assembled into a review packet when the quarter turns.
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
Quarterly reviews require digging through CRM and project details just when teams are already planning the next period.
- Reduce preparation for periodic client reviews.
- Create a repeatable review packet.
- Track async generation to completion.
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 quarterly client review packet from available Agiled account and project context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client review and confirm period-specific details are present.
Questions about this workflow
Can it compare quarter over quarter?
Only if the current and prior quarter information is available. Provide the missing historical baseline if needed.
Can the packet include all clients?
Set the desired scope in the prompt and ensure the relevant client details are available for the run.
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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