Have a client review brief ready when you need it
Create a steady starting point for client reviews from the information available to the scheduled run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Converts HTML content into a PDF document.
Why this helps
Preparing for recurring client reviews often means piecing together the same context again.
- Prepare a consistent review brief on a schedule.
- Reduce repeated pre-meeting document formatting.
- Surface missing context for follow-up before the review.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and CustomJS once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to make a client review brief from the available details and convert it to PDF, noting missing inputs.
- 4Choose a Notis schedule trigger and select where run reports should go.
- 5Test with one real example of the information available to a scheduled run.
Questions about this workflow
Does the schedule retrieve client data from AnyDB?
No AnyDB retrieval action is listed. Provide the client information to each run or make it available in its context.
Can it include historical progress?
Yes, if the relevant history or baseline is supplied. The workflow cannot reconstruct information it does not receive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Customjs. A trigger fires from one place; an action lands in another.
AnyDB triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate CustomJS API Key
Validates an API key and retrieves workspace details and request limits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Converts HTML content into a PDF document.
Convert HTML to PNG
Converts HTML into a PNG image.
Merge multiple PDFs into one
Combines multiple PDF files into one PDF document.
Run Puppeteer Script
Runs a browser script and captures a screenshot.
Connect any two apps with Notis in the middle.
AnyDB and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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