Generate monthly client activity reports from AnyDB
Give each monthly client review a prepared report based on the account details and activity you track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Why this helps
Client reviews are harder to prepare when account updates have to be gathered and formatted from scratch.
- Prepare a repeatable report for client reviews.
- Use account and activity information available in AnyDB.
- Make the PDF easy to find in the run report.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Documint once in the Notis portal.
- 2Create an automation describing the client report and the records or activity to include.
- 3Pick the notis_cron trigger and set a monthly schedule.
- 4Choose where run reports should go.
- 5Test with one client and review the generated document.
Questions about this workflow
Can one run generate a report for each client?
Describe the intended scope and confirm the available AnyDB records support it. Test with one client before relying on a broader run.
Can the report include historical activity?
Yes, if the historical records are available to Notis. Provide the relevant period or data source in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Documint. A trigger fires from one place; an action lands in another.
AnyDB triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Permanently deletes a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a PDF from template data and returns a download link valid for 24 hours.
Get Template
Retrieves a template’s details.
List Documents
Lists documents in your Documint account.
List Templates
Lists templates in your account.
Update Template
Updates a template’s settings or layout.
Connect any two apps with Notis in the middle.
AnyDB and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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