Keep testimonial permissions clear and reviewable
Capture the customer's words and the intended use before a testimonial is published.
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
A positive customer note can be mistaken for permission to publish it, leaving teams unsure what the customer approved.
- Preserve the exact quote for review.
- Record the use the customer appears to have approved.
- Flag attribution and permission details that still need confirmation.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Carbone once in the Notis portal.
- 2Create an automation named Testimonial Permission Record.
- 3In one instruction, tell Notis to capture the customer's quote, stated permission, intended use, attribution details, and any permission gaps, then generate a review record with your Carbone template.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real customer email and verify the report distinguishes explicit permission from an offer or compliment.
Questions about this workflow
Does a positive email automatically count as consent?
The report should reflect only what the customer explicitly said. Ask Notis to flag any unclear permission for human confirmation.
Can this publish the testimonial?
The listed Carbone action generates a report. Publishing would require a separate supported action and an appropriate permission 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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