Prepare Investor Updates in a PDF Editor
Move investor communication from fresh slide to focused document editing.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Why this helps
Investor updates can lose momentum when document preparation waits on a separate manual workflow.
- Speeds investor communication
- Creates a repeatable editing handoff
- Keeps review context together
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Craftmypdf once in Notis.
- 2Create an automation that starts an editor session for new investor update slides.
- 3Pick the New Slide Added trigger.
- 4Choose where run reports should go.
- 5Test with one real investor update slide.
Questions about this workflow
Does this publish the investor update?
No. It creates an editor session for preparing the document.
Can Notis identify investor slides?
Define the qualifying content in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Craftmypdf. A trigger fires from one place; an action lands in another.
Google Slides triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
Google Slides and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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