Retrieve the original template for document review
Locate a relevant template and retrieve its original file when a document workflow needs a closer look.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download Template
Downloads the original template file.
Why this helps
Reviewing a template's actual contents can require extra searching after a document type has already been identified.
- Connect document context to template discovery.
- Retrieve the original file for a closer review.
- Reduce manual lookup across template storage.
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, find the relevant template in Carbone, and download its original file using the confirmed template ID.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one document and verify the template ID before downloading.
Questions about this workflow
Does this generate a report?
No. It retrieves a template file. Use a report generation action for rendering.
How does it avoid downloading the wrong template?
Ask Notis to find a candidate and confirm its identity before using the template ID.
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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