Keep investor follow-up focused and complete
Summarize what an investor asked for and what your team needs to prepare next.
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
Investor follow-up can involve multiple asks and deadlines, making it hard to keep the next response complete.
- List questions and materials requested in the email.
- Capture stated timing and promised follow-up.
- Make preparation needs clear before replying.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Carbone once in the Notis portal.
- 2Create an automation named Investor Inquiry Brief.
- 3In one instruction, ask Notis to summarize investor questions, requested materials, stated timing, and any commitments already made, then generate a follow-up brief with your Carbone template.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real investor email and verify each ask and commitment.
Questions about this workflow
Can it fill in investor metrics?
Only include metrics provided in the email or otherwise made available to Notis. Ask it to mark missing figures instead of inventing them.
Can it draft the response?
This workflow creates a report using the listed Carbone action. A response draft is a separate outcome.
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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