Keep report template metadata current
Make the purpose and organization of an important report template easy to understand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Template Metadata
Updates an existing template’s metadata, attributes or deployment lifecycle.
Why this helps
Outdated template names or labels make it harder to select the right report for an Affinity workflow.
- Update template name, comment, tags, or category.
- Keep lifecycle and deployment metadata current.
- Make template selection clearer for recurring reports.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation describing the metadata update and the correct template.
- 3Choose a quarterly schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and confirm the updated metadata.
Questions about this workflow
Which template details can this update?
The action supports name, comment, tags, category, and control of version deployment and lifecycle.
What if the template ID is not known?
Find it with Carbone's List Templates action before updating its metadata.
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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