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Notis

Keep your report tag vocabulary visible

See the tags your Carbone library actually uses, on a schedule that fits your reporting routine.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Template Tags

Lists tags currently used on templates.

Why this helps

Without a current view of existing tags, teams create inconsistent labels and make report templates harder to find.

  • Keep an up-to-date view of tags currently in use.
  • Spot inconsistent vocabulary before it spreads.
  • Make report template discovery more predictable.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Carbone once in the Notis portal.
  • 2Create a recurring automation and describe the tag inventory you need.
  • 3In one instruction, ask Notis to retrieve current Carbone template tags and summarize their use for your reporting context.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real tag list and confirm the inventory reflects the returned data.

Questions about this workflow

Does this change or remove tags?

No. The listed action only retrieves tags currently used in templates.

Why connect Agenty if this reads Carbone tags?

Agenty is part of the pair context for reporting needs, but no Agenty event is available. Include relevant context in your instruction if you need the inventory framed around a particular report.

Can it detect tags that are not in use?

No. The action lists tags currently used in templates, so unused tags are not included.

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.

TriggerScheduled

Delete Carbone Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Downloads the original template file.

ActionInstant

Generate Carbone Report

Generates a document in the chosen format from a template.

ActionInstant

Get Carbone Server Status

Checks the server’s current status and health.

ActionInstant

List Templates

Retrieves templates stored in the workspace.

ActionInstant

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

ActionInstant

List Template Categories

Lists the categories used to organize templates.

ActionInstant

Upload a template

Uploads a template for document generation.

ActionInstant

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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