Organize report templates with research context
Turn a research request into a metadata update that makes existing Carbone templates easier to find and manage.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template Metadata
Updates an existing template’s metadata, attributes or deployment lifecycle.
Why this helps
Template libraries get harder to navigate when names and categories no longer reflect how reports are used.
- Use current research context when organizing an existing template.
- Keep relevant template metadata easier to search and recognize.
- Reduce manual cleanup of names, comments, tags, or categories.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Carbone once in the Notis portal.
- 2Create an automation in Notis and describe the template organization outcome.
- 3Tell Notis to research the specified context and update metadata for a confirmed Carbone template ID.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real template and review the metadata change.
Questions about this workflow
Can this replace the template file?
No. This action updates template metadata and attributes, such as name, comment, tags, category, or lifecycle settings.
How should I avoid changing the wrong template?
Instruct Notis to identify and confirm the correct template before updating metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Carbone. A trigger fires from one place; an action lands in another.
Agentql triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Agentql and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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