Make customer feedback easier to review together
Collect incoming feedback into a report that helps your team see recurring requests and concerns.
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
Useful product feedback is easy to lose when it arrives one email at a time and no one has time to synthesize it.
- Organize feedback by themes visible in the messages.
- Keep representative customer wording available for context.
- Surface requests that need validation or follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Carbone once in the Notis portal.
- 2Create an automation named Customer Feedback Theme Report.
- 3In one instruction, ask Notis to summarize each feedback email, identify the main request or concern, include a short supporting excerpt, and generate a report with your Carbone template.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real feedback message and review the theme and excerpt.
Questions about this workflow
Can this identify trends across many messages?
This trigger runs when a new email arrives. Trend analysis needs the relevant feedback history to be available to Notis or supplied for analysis.
Does it create a product roadmap?
It creates a feedback report. Prioritization requires product context and criteria that you provide.
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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