Summarize completed project work each month
See what was completed during the period in a report prepared from available Agiled project data.
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
Completed work can be hard to recap when the month ends and details are spread across project records.
- Create a consistent recap of completed work.
- Reduce end-of-month record gathering.
- Make project outcomes easier to review.
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 monthly completions.
- 3Tell Notis how to identify completed work from available Agiled details and to render a monthly report with the chosen Carbone template.
- 4Pick a recurring monthly schedule and choose where run reports should go.
- 5Test with one real month and confirm the completion criteria and dates.
Questions about this workflow
Does it include task completion history?
Only if completion dates or history are available in the Agiled information returned to the automation.
Can the report show completion against goals?
Only if the goals or baseline are available to the workflow or supplied by you.
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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