Build a quarterly policy PDF pack
Collect the policy content you need into a readable quarterly document for review and reference.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF or Excel document from HTML content or a URL and returns it immediately.
Why this helps
Finding and assembling policy pages for periodic review can become a separate project each quarter.
- Create a repeatable quarterly review document.
- Reduce manual content collection and formatting.
- Make included policies explicit in the instruction.
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.
- 3Tell Notis which available policy content to include in a quarterly PDF pack.
- 4Select a quarterly cron schedule and choose the run report destination.
- 5Test with one real policy content example.
Questions about this workflow
Does the automation confirm policies are current?
It can only assess information available to it. A currentness check needs dates or status details in the supplied content.
Can it include multiple pages?
Yes, if the relevant content is available to the automation and can be rendered by DocRaptor.
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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