Give security disclosures a clear first record
Capture what was reported and what needs verification in a structured triage document.
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
Security reports may need prompt attention, but the facts, claimed impact, and missing evidence can be difficult to track across email.
- Preserve the reporter's description in a consistent record.
- Separate reported claims from verified findings.
- Surface contact details and follow-up information when provided.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Carbone once in the Notis portal.
- 2Create an automation named Security Disclosure Triage.
- 3In one instruction, ask Notis to create an initial triage record with the reported issue, claimed impact, evidence or links provided, reporter contact, and verification questions, clearly distinguishing claims from confirmed facts.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real disclosure email and review the record for faithful wording.
Questions about this workflow
Does this validate a vulnerability?
No. It documents the information in the email and highlights what needs investigation. Validation requires technical review.
Can it assess severity?
Include your severity criteria if you want a preliminary classification. The report should label any classification as unverified until reviewed.
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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