Get a clear recap of client PDF deliveries
Review recent delivery records and identify follow-up needs from the client and status details you already track.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Client document activity is spread across records, making a quick check of recent work tedious.
- See recent document activity in one run report.
- Surface records that may still need follow-up.
- Spend less time opening records one by one.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to list client PDF delivery records and recap recent activity or unresolved statuses based on fields present.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with a real set of delivery records and review the summary.
Questions about this workflow
Can it tell whether a client received the PDF?
Only if a delivery status is recorded in Airtable. A generated PDF link alone does not prove delivery.
Can the recap cover a chosen date range?
Describe the date range in your prompt and make sure the relevant date field exists in Airtable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Airtable. A trigger fires from one place; an action lands in another.
Api2pdf triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Api2pdf and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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