Bring quarterly campaign results into one report pack
Gather the campaign results and context your review needs in one prepared document, ready for discussion.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Quarterly reviews take longer when results are scattered and the story has to be rebuilt from scratch.
- Bring supplied campaign results into one review document.
- Give quarterly discussions a consistent starting point.
- Reduce manual report assembly.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Carbone once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the quarterly report pack and how campaign results will be supplied to the scheduled run.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test with one real reporting period's results and review the document.
Questions about this workflow
Will the workflow retrieve historical campaign data from ActiveTrail?
The listed ActiveTrail capabilities do not provide a trigger event here. The scheduled run needs access to the campaign results through the information supplied to Notis.
Can the report include context beyond results?
Yes. The prompt can request context that is supplied to the workflow and supported by the Carbone template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Carbone. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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