Retrieve the source template for recurring reports
Keep access to the original report template within your regular document maintenance routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download Template
Downloads the original template file.
Why this helps
The editable source behind a report can be difficult to locate when a template needs review or recovery.
- Download an original template by its Carbone template ID.
- Make source review part of a recurring routine.
- Support backup handling outside the automation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation and specify the Carbone template ID to retrieve.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and verify the retrieved template.
Questions about this workflow
Can this discover the template ID automatically?
This action downloads by template ID. Use List Templates separately if you need to find the ID first.
Does the workflow create an external backup?
It retrieves the original template. Any additional archival destination must be part of your connected setup and 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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