Make task handoffs easier to follow
Give the next person a focused handoff document generated from the task context you provide.
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
Important task context gets lost when ownership changes and details are spread across project records.
- Put supplied task context in one document.
- Make ownership transitions easier to review.
- Avoid rewriting project details for every handoff.
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 handoff PDF from the supplied Agiled task and project context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real task handoff and check that key context is present.
Questions about this workflow
Can the workflow identify the next owner?
Only if the next owner is present in the Agiled data or supplied with the request.
What if a task has no notes?
The document can only use available details. Add the context needed for a useful handoff before triggering it.
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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