Turn CMS planning content into an XLSX
Make a portable planning spreadsheet from the editorial details you send to Notis.
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
Editorial plans can be hard to scan when their useful details are spread across content records.
- Package supplied planning content into a spreadsheet file.
- Track completion for async generation.
- Share a portable planning view with collaborators.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and DocRaptor once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3In one instruction, ask Notis to format the supplied editorial plan as an XLSX and track completion.
- 4Select a webhook trigger and where run reports should go.
- 5Test with one real planning payload.
Questions about this workflow
Will this populate a calendar app?
No. It generates an XLSX document from supplied content.
Can I set which columns appear?
Describe the desired spreadsheet structure in your instruction and include the necessary source details.
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
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