See your task load in a scheduled workbook
Prepare a spreadsheet snapshot from the Agiled task details available at a chosen cadence.
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
It is hard to spot workload patterns when task details have to be exported and reorganized by hand.
- Create recurring task snapshots for review.
- Reduce spreadsheet preparation steps.
- Track the async workbook until it is ready.
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 an XLSX snapshot from available Agiled task details for workload review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real task snapshot and confirm its data is useful.
Questions about this workflow
Can it calculate capacity or utilization?
Only if task estimates, capacity, and the needed time period are available. Supply missing assumptions and data explicitly.
How do I retrieve the completed workbook?
The async action tracks document completion. The run report can show progress and completion details.
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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