Keep a monthly inventory of report template tags
See which labels are available before teams search for the right report template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Tags
Lists tags currently used on templates.
Why this helps
Inconsistent or forgotten labels can make templates harder to discover when a report is due.
- Retrieve the tags currently used in Carbone templates.
- Make available labels easy to review.
- Support consistent template search.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation to list and summarize current template tags.
- 3Choose a monthly schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and verify the tag inventory.
Questions about this workflow
Does this add tags to templates?
No. This action lists existing tags. Updating template metadata is a separate action.
Can I use the inventory to improve searches?
Yes. Use the listed tags to inform later search instructions for Carbone templates.
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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