Give report makers a current template catalog
Put the available report templates in a regular update, so people can find a starting point without searching from memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
People lose time asking where the latest report template lives or whether it is still deployed.
- List templates currently deployed in Carbone storage.
- Share a regular catalog in a chosen channel.
- Make template discovery easier for recurring report work.
Setup
Build it in a few focused steps.
- 1Connect Carbone once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis to retrieve and summarize the deployed template catalog.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real catalog run and confirm the inventory is useful.
Questions about this workflow
Can the catalog search by a term?
Yes. The list action supports filtering and search; include the desired scope in your prompt.
Does this include template contents?
It lists templates from Carbone storage. Downloading an original template file is a separate action.
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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