Prepare client delivery reports from Agiled
Share a polished summary of delivered work using the project and task information already in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Documenting completed work for a client often means translating internal project details into a separate report.
- Summarize completed work in a client-facing format.
- Reduce manual translation of project details into reports.
- Reuse a consistent Carbone document template.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for client delivery reports.
- 3Tell Notis to summarize the incoming Agiled delivery details in a client report using the chosen Carbone template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real delivery update and review the client-facing content.
Questions about this workflow
Can it include only completed work?
Describe the completion criteria in your instruction. The workflow can only assess status details available in the Agiled information sent to it.
Can it send the report to the client?
The listed Carbone action generates a report. It does not itself deliver the document to a client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Carbone. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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