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Notis

Generate recurring report PDFs on schedule

Get a consistent report draft at the right cadence without rebuilding the document each time.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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.

Why this helps

Recurring reports consume attention because the same structure must be recreated repeatedly.

  • Protect focus time
  • Keep recurring reports consistent
  • Create a dependable review rhythm

Setup

Build it in a few focused steps.

  • 1Connect Craftmypdf once in Notis.
  • 2Create an automation named Recurring report PDF.
  • 3Tell Notis what information to use, how to structure the report, and which Craftmypdf template to generate.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one manual run using a real reporting period.

Questions about this workflow

Where does the report data come from?

Provide the source data in the prompt or webhook context; Craftmypdf does not supply business metrics itself.

Can I change the reporting cadence later?

Yes. Edit the automation schedule in Notis without rebuilding the workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Craftmypdf. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Craftmypdf actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

List PDF Templates

Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Craftmypdf, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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