Render document packs from a recurring batch
Turn the documents you provide for a scheduled run into rendered outputs from a supplied template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Template Metadata
Updates an existing template’s metadata, attributes or deployment lifecycle.
Why this helps
Recurring document packs require repeated extraction and rendering steps that can fall behind when handled manually.
- Combine recurring extraction with a direct render action.
- Use a supplied template without a separate upload step.
- Create consistent outputs from each scheduled batch.
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 process the documents supplied for each run with Affinda and render the requested output using a supplied base64 template and returned data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real batch and template.
Questions about this workflow
Does this store the template in Carbone?
No. Direct rendering uses the supplied template and data in one API call.
Where do the scheduled documents come from?
Provide the documents for each run. A schedule starts the automation but does not locate files by itself.
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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