Prepare a recurring document operations summary
Get a concise report of the documents you provide for each scheduled processing run.
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
Document work can be spread across formats and teams, making it difficult to review a batch in one sitting.
- Bring a mixed document batch into one review report.
- Create a regular checkpoint for document operations.
- Reduce time spent gathering details by hand.
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 generate a Carbone summary of returned details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a representative document batch.
Questions about this workflow
Can the workflow process any file type?
Use document types supported by your Affinda setup. This package does not assume a particular file format.
Can it summarize processing history?
Only use history or baseline data that is returned or supplied. Provide the history if you want comparisons.
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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