Prepare a weekly business update from AnyDB
Get a recurring PDF summary of the business information you choose to include from AnyDB.
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
Weekly reviews take longer when updates must be gathered and formatted from several database records.
- Create a recurring document for your review routine.
- Use available records in AnyDB as the source.
- Keep the output link with the run report.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Documint once in the Notis portal.
- 2Create an automation that describes the update to prepare and the AnyDB information to use.
- 3Pick the notis_cron trigger and set the recurring schedule.
- 4Choose where run reports should go.
- 5Test with one real reporting period and review the generated PDF.
Questions about this workflow
Can the report compare this week with last week?
Only if both periods' data is available to Notis. Tell it which records or baseline to use, or supply missing history.
Does the schedule create new AnyDB records?
This workflow creates a Documint PDF. It does not write or update AnyDB records.
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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