Review scope changes before work gets underway
Capture the requested change and the questions your team needs to resolve before committing.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
New client requests can quietly expand project scope when the ask and its impact are not documented clearly.
- Record the requested change in the client's words.
- Identify timing, dependencies, and effort questions to assess.
- Create a consistent starting point for approval discussions.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Carbone once in the Notis portal.
- 2Create an automation named Scope Change Review.
- 3In one instruction, ask Notis to summarize each requested change, affected deliverables mentioned, desired timing, dependencies, and impact questions, then generate a review document using your Carbone template.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real change request and review the stated scope against the message.
Questions about this workflow
Can it estimate the extra project cost?
Only if you supply the pricing rules and effort information needed. Otherwise have the report list the impact details that still need assessment.
Will it approve the change?
The workflow prepares a review document. Approval needs to follow your team's decision process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Carbone. A trigger fires from one place; an action lands in another.
Agent mail triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
New Email Received
Trigger for new emails in an AgentMail inbox
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Connect any two apps with Notis in the middle.
Agent mail and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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