Generate a monthly compliance status letter
Produce a consistent external status update without rewriting the same compliance summary each month.
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
External updates take too long when the underlying status is known but the wording and layout must be recreated.
- Speed external updates
- Keep wording consistent
- Reduce repetitive writing
Setup
Build it in a few focused steps.
- 1Connect 21risk and Carbone once in the Notis portal.
- 2Create an automation named Monthly Status Letter.
- 3Tell Notis to render the latest available 21risk compliance status into the approved Carbone letter template.
- 4Pick a notis_cron schedule after the monthly status review.
- 5Choose a report channel and test with one real status period.
Questions about this workflow
Can it include only approved wording?
Yes, provide the approved language in the Carbone template or automation instruction.
Does it send the letter externally?
It generates the document; external sending depends on your selected delivery process.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.