Generate a quarterly investor update
Prepare a clear update packet from the latest quarter's approved numbers and narrative.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Quarterly updates become stressful when metrics, milestones, and commentary are assembled at the last minute.
- Creates a repeatable quarterly artifact
- Keeps approved metrics together
- Reduces last minute assembly
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Carbone in Notis once.
- 2Create an automation named Quarterly investor update.
- 3Describe the approved metrics, narrative sections, template, and output format to render.
- 4Pick a quarterly schedule and report channel.
- 5Run one real quarterly example for review.
Questions about this workflow
Does it invent missing metrics?
No. Tell Notis to identify missing inputs and wait for supplied data.
Can the output be reviewed before sending?
Yes. Send the generated report to a review channel before any external delivery step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Carbone. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Connect any two apps with Notis in the middle.
0CodeKit and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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