Find the report template for deals needing attention
Make the right review document easy to find when a deal needs another look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
When a deal has gone quiet, the follow-up review can be delayed while someone searches for the right document.
- Find a review template using search terms or its name.
- Support a recurring pipeline maintenance routine.
- Reduce friction before reviewing a deal.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation to search for the deal review template and summarize its match.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and verify the returned template.
Questions about this workflow
Can this determine whether a deal is stale?
This action searches Carbone templates. Affinity data and criteria would be needed to identify stale deals in a separate analysis step.
Can it return more than one template?
List Templates supports search, filtering, and cursor-based pagination. Describe how you want the results summarized.
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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