Turn Agiled project details into a monthly retrospective
Make it easier to reflect on completed work, current progress, and lessons visible in your project records.
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
Retrospectives are easy to postpone when someone has to gather project events and write the document from scratch.
- Start retrospectives with a prepared document.
- Bring available project and task details into a consistent review.
- Reduce the effort of collecting context before reflection.
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 retrospectives.
- 3Tell Notis which available Agiled project details to summarize and to render the retrospective with the chosen Carbone template.
- 4Pick a recurring monthly schedule and choose where run reports should go.
- 5Test with one real project period and verify the source information supports the summary.
Questions about this workflow
Can it identify lessons learned automatically?
Notis can summarize information returned from Agiled, but lessons not recorded in that information must be supplied by the user.
Can it compare planned and actual progress?
Only when both planned and actual information are available to the workflow.
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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