Keep report categories easy to review
A current view of your Carbone categories helps the team navigate its reporting library with less guesswork.
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
When nobody knows the current category structure, locating the right report template takes extra time.
- Retrieve the categories currently used in Carbone templates.
- Keep the report library structure visible.
- Use the inventory to support consistent report preparation.
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 inventory outcome.
- 3In one instruction, ask Notis to retrieve Carbone categories and summarize their relevance to the supplied reporting context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real category list and check that the summary matches returned data.
Questions about this workflow
Does this action add categories?
No. It retrieves the list of categories used in templates.
Does the workflow run Agenty research?
No Agenty trigger is available. Include the research or reporting context in the instruction if the category summary should be specific.
Can this find individual templates?
No. It lists categories. Use List Templates to search for specific templates.
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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