Render contract summaries from extracted details
Use a supplied template and Affinda's returned contract details to create a document in one render step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Render Template Direct
Generates a document from a template and its data in one request.
Why this helps
Preparing a contract summary can mean switching between the source document, extracted details, and a separate rendering step.
- Render from a supplied template without uploading it separately.
- Reduce manual transfer of contract details.
- Keep the result grounded in the submitted contract.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis to extract contract details with Affinda and render a contract summary using a supplied base64 template and the returned data.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real contract and template.
Questions about this workflow
Do I need an existing Carbone template?
For direct rendering, provide the base64-encoded template and data for the render request.
Will Affinda identify every detail needed by the template?
Only use returned details. Provide additional required information if the extraction does not return it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Carbone. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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