Review how your report templates are grouped
Put template categories on a regular review so the structure behind prospecting documents stays easy to understand.
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
When report groupings go unreviewed, the right template can become harder to find.
- Surface the categories currently in use.
- Make report organization a periodic review item.
- Help teams orient before selecting a document template.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the quarterly review.
- 3Tell Notis to retrieve Carbone categories and prepare a concise review.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test with one run and confirm the category report is useful.
Questions about this workflow
Does this create a taxonomy?
No. It lists categories currently used in Carbone templates.
Can I use the report to decide what to change?
Yes. It provides the current categories for your team to review; changes require a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Carbone. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads 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.