Make template metadata easier to keep current
Review the deployed template catalog on a schedule and surface metadata gaps for a person to resolve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Template Metadata
Updates an existing template’s metadata, attributes or deployment lifecycle.
Why this helps
Outdated names and missing context leave report makers unsure which template is current or appropriate.
- Review available template information on a regular cadence.
- Surface potential metadata gaps for human review.
- Keep template discovery more understandable.
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 review template metadata and identify proposed improvements for approval.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real inventory and confirm proposed changes before applying any.
Questions about this workflow
Does this automatically update template metadata?
No. This workflow reviews and proposes changes. Updating metadata requires the Update Template Metadata action and an explicit instruction.
What information is available for review?
The template list provides the inventory to inspect. Specify in your prompt which metadata details matter to your team.
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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