Create a monthly metrics workbook from AnyDB data
Package the metrics you provide into a workbook that is easier to review, share, and revisit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Async Document
Creates a document asynchronously from HTML content.
Why this helps
Monthly numbers take extra effort to turn into a usable workbook when the source data and reporting context arrive in different places.
- Create an XLSX artifact from supplied metric data.
- Organize metrics into a consistent monthly structure.
- Use async status tracking for workbook generation.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and DocRaptor once in the Notis portal.
- 2Create an automation and name it for monthly metrics.
- 3Tell Notis to organize supplied monthly metrics into an XLSX workbook, preserving units and labeling missing values.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real set of metrics and check the generated workbook and status.
Questions about this workflow
Does it calculate a month-over-month change?
It can calculate comparisons when the request includes the current and comparison period values. It cannot supply a missing baseline.
Why use the async action for a workbook?
Create Async Document supports PDF, XLS, and XLSX generation with polling or callback notification for completion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to DocRaptor. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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