Find a matching Carbone template after document extraction
Identify the submitted document with Affinda, then look for a suitable template in Carbone.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Finding the right template interrupts document processing and can lead to inconsistent outputs.
- Search existing templates using the document's purpose.
- Avoid hunting through template lists by hand.
- Keep template selection tied to the submitted document.
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 identify the document with Affinda and search Carbone templates using the document purpose or a supplied search term.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one document and confirm the suggested template is suitable.
Questions about this workflow
Does this workflow generate a report?
No. It searches Carbone templates and reports relevant results. Create a separate workflow if you want to generate a document.
Can it guarantee a matching template exists?
No. It can search available templates and report when no suitable match appears.
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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