Render investor update letters from Affinity context
Turn the relationship and deal details you provide into a ready-to-review investor update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Render Template Direct
Generates a document from a template and its data in one request.
Why this helps
Writing each investor update from scratch makes routine relationship communication slower and less consistent.
- Render a document without separately uploading a template.
- Use a supplied template and data in one request.
- Start a draft from an HTTP request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation that describes the investor update and its source context.
- 3Choose a Notis webhook as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and review the rendered letter.
Questions about this workflow
Does this workflow store a new template in Carbone?
No. Direct rendering uses a supplied base64-encoded template and data in one API call.
What information should be supplied?
Provide or identify the investor context and update content available from Affinity. State any missing facts that must be supplied 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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