Prepare your monthly AimTell segment workbook
Put segment information into a workbook on a recurring schedule, ready for a focused monthly review.
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
Segment reviews lose momentum when someone has to gather and format the information from scratch each month.
- Create a consistent monthly review artifact.
- Reduce spreadsheet preparation effort.
- Track async document completion when generation takes time.
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 segment data available to Notis and how to organize it in an XLSX workbook.
- 4Pick a monthly recurring schedule and choose where run reports go.
- 5Test with one real segment example.
Questions about this workflow
Does the schedule choose which AimTell segment to export?
No filters are configured as setup. Describe the desired segment information in the automation instruction, and ensure it is available to Notis at run time.
Can the workbook include subscriber counts over time?
Only when those counts and the needed history are available or supplied. The workflow does not assume a historical dataset.
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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