Find the right Carbone template for deal reviews
Keep the document used for monthly deal reviews easy to find and ready for the next cycle.
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
Teams can lose time searching for the right report template before they can review deal records.
- Search available Carbone templates by relevant terms.
- Reduce time spent locating the review document.
- Keep the monthly review routine consistent.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation and describe how to find the deal review template.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and confirm the template search result.
Questions about this workflow
Does this workflow generate the review document?
This workflow finds a relevant Carbone template. Choose a separate report generation workflow if you want it to render a document.
Can I search by template name?
Carbone's List Templates action supports filtering and search. Describe the identifying name or terms in your instruction.
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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