Review Carbone templates against document needs
Use a scheduled review to check whether your document workflows have relevant templates available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Over time, teams lose track of which templates cover the document types they process.
- Review template availability for supplied document types.
- Spot document workflows with no clear template match.
- Reduce manual searching through template lists.
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 analyze the supplied document examples with Affinda and search Carbone templates for relevant matches, reporting gaps for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one document set and check the suggested matches.
Questions about this workflow
Does this create missing templates?
No. It searches the template library and reports likely gaps. Template creation requires a supplied template and a separate upload action.
Can the search review every template?
Ask Notis to use Carbone's template listing and pagination as needed for the 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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