Arrive prepared for meetings requested by email
Give each incoming meeting request a concise prep sheet before it slips down the inbox.
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
Meeting invitations and email context often require a last-minute search to figure out why the meeting matters.
- Clarify the meeting purpose from the request.
- Surface requested decisions and preparation needs.
- Keep open questions visible ahead of the conversation.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Carbone once in the Notis portal.
- 2Create an automation named Meeting Request Prep Sheet.
- 3In one instruction, tell Notis to turn each meeting request into a prep sheet with purpose, participants mentioned, requested decisions, preparation, and open questions, then generate it with your Carbone template.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real meeting request email and review the result.
Questions about this workflow
Does this read my calendar?
The listed trigger is a new Agent mail email. Include any calendar details in the email or other context available to Notis if they are needed.
Can I tailor the sheet to different meeting types?
Yes. Describe the meeting types and the sections you want in the instruction, as long as the email provides enough context to classify them.
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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