Prepare a quarterly investor portfolio review
Give portfolio conversations a regular review point with a document shaped around the details that matter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Without a recurring review, portfolio details and outstanding relationship work can become difficult to see together.
- Consolidate selected deal and contact details for review.
- Create a predictable portfolio review document.
- Support decisions about where relationship attention is needed.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation describing the portfolio review and its included Affinity records.
- 3Choose a quarterly schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and check the report scope.
Questions about this workflow
Can it compare current status with the previous quarter?
Only if prior-period information is available in Affinity or supplied to the automation. State the comparison period and any missing source data.
Can I limit which deals are included?
Describe the records or inclusion criteria in the prompt. Notis automations use natural-language instructions rather than field mapping.
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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