Review the source template on a recurring schedule
Make it easy to revisit the original report template before your next regular research cycle.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download Template
Downloads the original template file.
Why this helps
Templates can drift away from reporting needs when nobody sets aside time to review the source document.
- Retrieve the original document for review by template ID.
- Build a review step into recurring reporting work.
- Compare the source document with current reporting needs.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Carbone once in the Notis portal.
- 2Create a recurring automation and describe the template review outcome.
- 3In one instruction, provide a verified Carbone template ID and the Agenty reporting context for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known template and confirm the retrieved source is correct.
Questions about this workflow
Does the workflow edit the source document?
No. Download Template retrieves the original template file for review.
Can it choose a template by research topic?
The download action requires a template ID. Find a suitable template first or provide a verified ID.
Does this compare against historical versions?
Only if the relevant versions or history are available in the supplied information. The workflow should not assume missing history.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.