Prepare an investor diligence packet from deal records
Pull the deal context into a structured packet when diligence work begins.
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
Diligence preparation involves repeated searches for deal details and can leave important context out of the packet.
- Create a structured diligence document on demand.
- Gather available deal context for review.
- Make missing information visible for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation describing the diligence packet and required deal context.
- 3Choose a Notis webhook as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and verify the packet contents.
Questions about this workflow
Does the packet include facts not stored in Affinity?
Only if you supply them. Have the automation identify information that is missing from available records.
Does this workflow send the packet to an investor?
No. It generates a document. Any delivery process must be handled separately.
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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