Generate invoice batch reports on a schedule
Set a recurring review point for invoice documents and turn the batch into a Carbone report.
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
Invoice batches can accumulate until someone has time to process them, leaving totals and follow-ups waiting.
- Create a predictable invoice review rhythm.
- Turn a supplied batch into one report.
- Reduce manual extraction and report assembly.
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 invoice documents made available for each run with Affinda and generate a Carbone batch report from returned details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real batch of invoices.
Questions about this workflow
Does the schedule locate invoice files automatically?
Only if the source documents are made available to the automation. Specify how the documents will be provided for each run.
Can it calculate totals?
Ask Notis to calculate from the returned invoice data and flag missing or inconsistent values for review.
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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