Generate a monthly board compliance pack
Turn your monthly compliance snapshot into a board-ready document on schedule.
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
Board preparation gets delayed when compliance updates must be reformatted from scratch each month.
- Standardize board reporting
- Save preparation time
- Surface unresolved compliance work
Setup
Build it in a few focused steps.
- 1Connect 21risk and Carbone once in the Notis portal.
- 2Create an automation named Monthly Board Compliance Pack.
- 3Tell Notis to render a board pack from the latest 21risk monthly results using the selected Carbone template.
- 4Pick a notis_cron schedule before the board meeting.
- 5Choose a report channel and test with one real monthly snapshot.
Questions about this workflow
Can this create Word instead of PDF?
Yes, when the Carbone template and requested output format support Word.
Does it invent missing metrics?
No. Missing fields remain unavailable and are called out in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Carbone. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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