Search report templates for the next research topic
Before the next scheduled research cycle, search the Carbone library for a document that already fits the work.
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
Founders can spend more time finding a suitable reporting document than reviewing the research itself.
- Search for existing templates before starting a report from scratch.
- Use the research topic to focus template discovery.
- Make recurring report preparation easier to pick up.
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 search outcome.
- 3In one instruction, include the upcoming Agenty research topic and ask Notis to search for suitable Carbone templates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real topic and confirm the search returns useful templates.
Questions about this workflow
Can it search by name or ID?
The List Templates action supports filtering and search, including finding templates by name or ID.
Does it run the research?
No. The cron schedule starts Notis. Provide the research topic or context for the template search.
Can it iterate through every template?
The action supports cursor-based pagination. How much it retrieves depends on the instruction and the integration's available response.
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.