Create an annual content report spreadsheet
Package the records and figures you provide into a spreadsheet for planning and review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Annual reviews can stall when content records and metrics have to be assembled into a file by hand.
- Create a portable annual report file.
- Track asynchronous generation for longer reports.
- Make data gaps clear instead of assuming unavailable metrics.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocRaptor once in the Notis portal.
- 2Create an automation through Automations, New Automation.
- 3Tell Notis to build an annual XLSX from the supplied content records and metrics, noting any gaps.
- 4Select a webhook trigger and choose where run reports go.
- 5Test with one real report sample.
Questions about this workflow
Will the automation calculate year-over-year changes?
Only when you supply the required current and prior period data. A baseline cannot be assumed.
Can it include metrics from the CMS?
Include metrics in the request or ensure they are available to the automation. The workflow does not assume a particular Agility CMS schema.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to DocRaptor. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business DocRaptor.