Render contract summaries from a supplied template
Prepare a recurring contract summary using the template and source documents you provide for each run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Render Template Direct
Generates a document from a template and its data in one request.
Why this helps
A regular contract review can turn into repeated file handling and manual transfer of details into a document.
- Render summaries from supplied contract data and a supplied template.
- Create a recurring review artifact.
- Avoid maintaining a separate stored template for this render.
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 details from supplied contracts with Affinda and render a summary using a supplied base64 template and returned data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contract and template.
Questions about this workflow
Does this replace a stored Carbone template?
No. Direct rendering uses a supplied base64-encoded template for the render request.
Can it include terms that Affinda does not return?
Provide any additional required values, or ask Notis to flag missing details before rendering.
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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