Create client reports from Agenty research
Scrape the sites you need, then turn the findings into a consistent client-ready report without rebuilding the document by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Research results can be useful but still leave founders spending time copying findings into the right report format.
- Reduce copying between research and report documents.
- Keep client reports consistent with an approved template.
- Start report generation from an Agenty result delivered to a Notis webhook.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Carbone once in the Notis portal.
- 2Create an automation in Notis by describing the report outcome in plain language.
- 3In one instruction, tell Notis which Agenty result to use and which Carbone template to render.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real Agenty result and review the generated report.
Questions about this workflow
Does Agenty trigger this automation directly?
Agenty has no listed trigger events here. A Notis webhook starts the automation when an HTTP request arrives with the Agenty result.
Can the automation choose any Carbone template?
Tell Notis which template to use. The template must already exist in Carbone, and the supplied research data must fit its expected structure.
Does this automatically send the report to the client?
No. This workflow generates a Carbone report. Delivery is not included in the listed action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Carbone. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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