Review invoice information in a monthly summary
Prepare a monthly invoice overview from the records already kept in Agiled.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
A monthly review takes longer when invoice records must be gathered and summarized manually each time.
- Prepare a repeatable invoice overview for monthly reviews.
- Reduce manual consolidation of invoice information.
- Use data available from Agiled as the source for the report.
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 the monthly invoice summary.
- 3Tell Notis what invoice information to include and to render the summary using the chosen Carbone template.
- 4Pick a recurring monthly schedule and choose where run reports should go.
- 5Test with one real invoice summary and verify the reporting period and content.
Questions about this workflow
Can it calculate totals?
Notis can summarize data returned from Agiled. Confirm the needed amounts and reporting period are available to the automation.
Does it compare this month with prior months?
Only if prior-period data or a baseline is available to the workflow. Otherwise, supply the comparison data you need.
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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