Make subscriber review a quarterly routine
Turn available subscriber information and supplied notes into a document for a quarterly review.
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
Subscriber reviews slip when preparing the information feels like a project of its own.
- Set a predictable quarterly review point.
- Bring available information and notes together.
- Create a document to support retention and audience discussions.
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 subscriber information and review questions to include in a PDF.
- 4Pick a quarterly recurring schedule and choose where run reports go.
- 5Test with one real review example.
Questions about this workflow
Does this send messages to subscribers?
No. It creates a PDF review document.
Can it identify subscriber trends?
Notis can analyze the information available at run time. Include the periods needed for trend analysis.
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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