Make campaign review documents ready on schedule
Start your review with a prepared document built from campaign results your reporting process supplies to Notis.
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
A recurring review loses momentum when someone has to gather and format the same campaign details each time.
- Prepare a consistent review document on a schedule.
- Reduce repeated formatting work before campaign reviews.
- Keep supplied campaign data in a familiar report structure.
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 review document and how the scheduled run will receive campaign data.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real set of campaign results and review the document.
Questions about this workflow
Does the schedule fetch campaign data from ActiveTrail automatically?
ActiveTrail has no trigger events here. The prompt must describe how campaign data will be supplied to Notis for the scheduled run.
Can I change the report format?
Yes. Specify the desired content and use a suitable Carbone template for the report.
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
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.