Review report categories before the next research cycle
Get a recurring view of the categories already used in Carbone, then use your research context to spot where report organization needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
Report templates become harder to find when categories are inconsistent or the team cannot remember how they are grouped.
- See the categories currently used in Carbone.
- Spot gaps relevant to an upcoming reporting task.
- Reduce time spent navigating an unclear template library.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Carbone once in the Notis portal.
- 2Create a recurring automation and describe the category review outcome.
- 3In one instruction, provide the relevant Agenty research context and ask Notis to compare it with the listed Carbone categories.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real reporting need and review whether the categories support it.
Questions about this workflow
Does the category action create or edit categories?
No. The listed action retrieves the categories used in templates. This workflow reviews that information.
Does this run a new Agenty research job?
No Agenty trigger event is available here. Include the relevant research context in the instruction or request data.
Can it reorganize templates automatically?
This workflow reviews categories only. Changing template metadata requires a separate supported action and explicit instructions.
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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