Find investor document templates before they are needed
Make the right investor document template easier to locate ahead of recurring work.
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
Searching through templates at the moment a document is due interrupts the work that needs the document.
- Search templates by name or identifying terms.
- Find relevant templates ahead of a recurring workflow.
- Reduce last-minute document hunting.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Carbone once in Notis.
- 2Create an automation describing the investor document template to find.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real example and verify the matching templates.
Questions about this workflow
Can it search for multiple document types?
Yes. Describe the relevant template terms or types in the automation instruction.
Does this render the selected template?
No. It finds templates. Use a report generation action to render a document.
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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