Generate project handoff documents
Capture the decisions, context, and next steps in one document when work changes hands.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Handoffs lose important context when notes are scattered across tools and assembled late.
- Preserves context at handoff time
- Creates a consistent structure
- Reduces follow up questions
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Carbone in Notis once.
- 2Create an automation named Project handoff renderer.
- 3Tell Notis to generate the handoff from the supplied payload using the approved Carbone template.
- 4Choose a webhook trigger and report channel.
- 5Send one completed project payload to test the document.
Questions about this workflow
What information should the payload include?
Include the context your recipient needs, such as decisions, status, open items, and ownership.
Can it flag missing handoff details?
Yes. Instruct Notis to list missing required context before generating the document.
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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