Make template organization a small monthly habit
A short scheduled review can help your team spot category confusion before it slows down a document request.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
Document organization drifts when there is no easy, regular moment to review it.
- List categories used by Carbone templates on a schedule.
- Keep template organization visible without a manual lookup.
- Send review results to the channel your team already checks.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the monthly category review.
- 3Pick a monthly recurring schedule as the trigger.
- 4Choose where run reports go and test with a real category listing.
Questions about this workflow
Does this change the categories?
No. It lists the categories currently used in templates for review.
Can I choose the schedule?
Yes. Select a recurring schedule when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Carbone. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
ActiveMerge and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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