Create a quarterly review report from AnyDB updates
Bring the quarter's supplied updates together in a report, then let DocRaptor finish the file asynchronously.
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
Quarterly reviews become a scramble when decisions, progress, and open issues need to be gathered and formatted at once.
- Summarize supplied updates into a consistent review format.
- Use asynchronous generation for reports that may take longer to render.
- Keep a status trail for the document run.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and DocRaptor once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to organize the supplied quarterly updates into a review report and create it asynchronously with DocRaptor.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real set of quarterly updates and check the completion status.
Questions about this workflow
Why use asynchronous document creation?
It is useful when you want to poll for completion or use a callback URL for notification rather than waiting for an immediate file response.
Will it find all updates from the quarter in AnyDB?
No AnyDB trigger or retrieval event is listed. Supply the updates in the webhook request or prompt context.
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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