Review report labels before they drift
See the tags currently in use and make it easier to spot which labels your prospecting reports rely on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Tags
Lists tags currently used on templates.
Why this helps
Template labels can become difficult to reason about when no one can see the full set in one place.
- Show current template tags in a run report.
- Support periodic review of report labels.
- Make existing version labels more visible.
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 tag review.
- 3Tell Notis to retrieve and summarize the tags currently used in Carbone templates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and confirm the summary reflects the available tags.
Questions about this workflow
Does this clean up old tags?
No. It reports the tags currently in use so your team can review them.
Can it report tags by template?
The listed action returns tags used in templates. Ask for only detail the action exposes.
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
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