Review document types against template categories
See the document types in a supplied batch alongside the categories already used in Carbone.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
Unclear category organization makes it harder to tell whether templates cover the documents your team handles.
- Compare supplied document types with available category groupings.
- Surface category gaps for a human to review.
- Make recurring template organization easier.
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 document types in the supplied batch with Affinda, list Carbone template categories, and report apparent coverage gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one document batch and review the category comparison.
Questions about this workflow
Does this assign templates to categories?
No. It lists categories and reports a comparison. Use the metadata update action to change a template category.
Will it know every document type the business handles?
Only document types present in the supplied batch or other information you provide.
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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