Review report template categories each quarter
Keep document groupings visible as your reporting needs evolve.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
Unclear template categories make it harder to find the right document for recurring Affinity work.
- See the categories currently used by Carbone templates.
- Review report groupings on a predictable cadence.
- Make category gaps easier to discuss.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation to retrieve and summarize Carbone categories.
- 3Choose a quarterly schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and review the category summary.
Questions about this workflow
Does this action create or rename categories?
No. It lists categories currently used in templates. It does not change them.
Can the summary include Affinity reporting needs?
Yes, if you describe those needs in the automation instruction or provide the relevant context.
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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