Review vendor quotes with less inbox digging
Pull the terms in a quote email into a review document that is easier to compare and discuss.
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
Price, scope, timing, and assumptions are scattered across vendor messages and attachments, making comparisons slower.
- Organize stated costs, scope, and delivery timing.
- Keep vendor assumptions visible alongside quoted terms.
- Make follow-up questions easier to prepare.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Carbone once in the Notis portal.
- 2Create an automation named Vendor Quote Review.
- 3In one instruction, ask Notis to summarize each quote email into a review record with stated price, scope, timing, assumptions, and unanswered 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 vendor quote and verify that terms are represented accurately.
Questions about this workflow
Can this decide which vendor to choose?
It can organize the information you provide and apply criteria you specify, but a decision may require internal context not present in the message.
Can it compare separate quote emails?
This workflow processes a new email as it arrives. A cross-vendor comparison needs the relevant quote history or comparison data to be available to Notis.
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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