Generate a deal review report from Affinity
Bring the deal details and open questions into a structured document for focused review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Deal reviews lose momentum when the relevant details must be collected and formatted manually each time.
- Create a structured review document from available deal information.
- Start an individual report when needed.
- Make open questions easier to review together.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation that describes the deal review report and its required context.
- 3Choose a Notis webhook as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and review the generated report.
Questions about this workflow
Can the report include an investment history?
Only if that history is available from Affinity or supplied in the instruction. Specify any missing context that should be provided separately.
What starts report creation?
An HTTP request starts the Notis webhook automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Carbone. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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