Start contract reviews with a clear intake summary
Put the request, parties, deadlines, and terms needing review into one intake document.
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
Contract requests arrive with partial context, and important dates or requested changes can be missed while searching threads.
- Capture parties and requested agreement type when stated.
- Highlight requested changes and deadlines.
- List details that need confirmation before review.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Carbone once in the Notis portal.
- 2Create an automation named Contract Request Intake.
- 3In one instruction, tell Notis to summarize each contract request with parties, agreement type, requested terms or changes, dates, and missing details, then generate an intake document using your Carbone template.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real contract request and compare names, dates, and terms to the email.
Questions about this workflow
Does it provide legal advice?
It creates an intake summary from the message. Have a qualified reviewer assess contract language and legal implications.
Can it capture changes in an attached draft?
That depends on the content available to Notis. Test with an example that includes an attachment and confirm the output includes the needed details.
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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