Review refund requests with the full request in view
Create a useful case summary from refund emails before deciding how to respond.
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
Refund decisions take longer when the customer's history and requested resolution have to be pieced together from a thread.
- Capture the customer's stated issue and requested remedy.
- Identify missing details that could affect review.
- Keep a consistent record for a response decision.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Carbone once in the Notis portal.
- 2Create an automation named Refund Request Review.
- 3In one instruction, tell Notis to summarize each refund request with the issue, purchase details provided, requested remedy, relevant message context, and missing information, then generate the review report with your Carbone template.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real refund request and check the report before using it in a decision.
Questions about this workflow
Will it decide whether to issue a refund?
The workflow creates a review report. If you want a policy summary, provide the current policy and make clear that the report supports human review.
Can it include prior emails in the thread?
The available context depends on what Agent mail returns to Notis. Check the test output to confirm the relevant thread history is included.
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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