Build a monthly review PDF from browser findings
Gather recurring findings and supporting PDF pages into a single packet for your monthly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate document with merge
Why this helps
Monthly review documents take time to compile when browser findings and existing PDFs are kept apart.
- Combine new findings with supplied PDF pages.
- Keep monthly review material in one packet.
- Reduce recurring document assembly.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to generate a monthly review PDF from Airtop results and append the supplied PDF pages.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real result and confirm the merged PDF.
Questions about this workflow
Can the workflow find old PDFs automatically?
Only if the relevant files are supplied to the run. The workflow does not assume access to a file store.
What does the merge action do?
It creates a PDF from the findings and appends additional supplied PDF files.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docugenerate. A trigger fires from one place; an action lands in another.
Airtop triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Airtop and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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