Review the original template before recurring reports
Keep the source document close to your recurring reporting routine by retrieving the Carbone template for a planned review.
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
A recurring report can rely on an outdated or unfamiliar source file when nobody knows where to retrieve the original template.
- Retrieve the original template by its Carbone template ID.
- Make periodic template review part of a report routine.
- Reduce manual searching for the source document.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Carbone once in the Notis portal.
- 2Create a scheduled automation and describe the template review outcome.
- 3In one instruction, provide the correct Carbone template ID and ask Notis to retrieve the original file for the upcoming research report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known template ID and verify that it is the intended source file.
Questions about this workflow
Does this modify the template?
No. Download Template retrieves the original template file by its ID.
Where do I get the template ID?
Use the ID already known to your team or find the template through Carbone's list templates action. This workflow does not invent an ID.
Does the schedule trigger Agenty?
No. The schedule starts the Notis workflow. The Agenty research context must be supplied separately.
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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