Create a monthly campaign review PDF
Collect the campaign information available at review time into a document you can scan and share.
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
Monthly reviews often stall when the evidence is scattered and someone has to assemble it manually.
- Make a consistent monthly review artifact.
- Reduce time spent pulling findings into a document.
- Keep review notes and available metrics together.
Setup
Build it in a few focused steps.
- 1Connect AimTell and DocRaptor once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome in plain language.
- 3In one instruction, describe the campaign information and review points to include in the PDF.
- 4Pick a monthly recurring schedule and choose where run reports go.
- 5Test with one real campaign review example.
Questions about this workflow
Can it compare this month with last month?
Yes, only if both periods' data are available or supplied to the automation.
Does the schedule retrieve campaign results?
The schedule starts a run. The campaign information must be available to Notis at that time; no AimTell trigger or retrieval event is specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to DocRaptor. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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