Make customer reference requests easier to coordinate
Capture who is asking, what perspective they need, and the details to confirm before making an introduction.
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
Reference requests require thoughtful matching, but the prospect's context and requested customer perspective can be scattered across email.
- Summarize the prospect's stated needs and stage.
- Record the expertise or use case requested.
- Identify consent and scheduling details to confirm.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Carbone once in the Notis portal.
- 2Create an automation named Customer Reference Request Brief.
- 3In one instruction, ask Notis to summarize each reference request with prospect context, requested expertise, timing, and any consent or coordination details to confirm, then generate a brief using your Carbone template.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real request and confirm the brief does not assume a customer has agreed.
Questions about this workflow
Does this contact a customer reference?
This workflow generates a brief from the incoming email. Any customer outreach requires a separate action and appropriate consent.
Can it match a prospect to a customer?
Provide the customer reference information and matching criteria if you want the brief to suggest a fit. Without those details, it can only summarize the request.
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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