Create a contract details register on a schedule
Turn a supplied set of contracts into a searchable register for a regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Contract dates and terms are hard to keep visible when details are buried across separate documents.
- Collect contract details into one review artifact.
- Make recurring contract checks easier to prepare.
- Flag fields that are missing from returned details.
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 the contract details available in each supplied batch and generate a Carbone register from returned data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contract batch.
Questions about this workflow
Can it calculate contract expiry dates?
Only if the relevant dates are returned or supplied. Ask Notis to include them and flag missing dates.
Does this connect to a contract repository?
No repository connection is specified here. Provide the contracts to the automation for each run.
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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