Find the right Carbone template for recurring research
Set a regular check to surface the Carbone templates that fit your research task, so report preparation starts with the right document.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Recurring research can stall when no one remembers which reporting template to use or where it is stored.
- Surface matching templates before a recurring report is prepared.
- Reduce time spent searching Carbone storage.
- Keep a scheduled research routine connected to the report format it needs.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Carbone once in the Notis portal.
- 2Create an automation in Notis and describe the recurring template discovery outcome.
- 3In one instruction, specify the Agenty research context and how to identify relevant templates by name or other available details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real research task and confirm the listed templates are appropriate.
Questions about this workflow
Does the schedule run an Agenty scrape?
This setup uses a Notis cron trigger. It does not claim that Agenty exposes a trigger or starts a scrape; provide the research context needed by the instruction.
What does the Carbone action return?
The List Templates action retrieves templates from Carbone storage, with filtering, search, and cursor-based pagination available to the integration.
Will this generate the report too?
No. This workflow finds templates. Report generation requires a separate Carbone 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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