Review workload from your Agiled projects and tasks
Get a clearer view of the work represented in Agiled before planning the next month.
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
Planning can feel difficult when task and project workload must be reviewed one record at a time.
- Bring task and project workload into one review document.
- Make monthly planning easier to prepare.
- Summarize only workload details available in Agiled.
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 workload reviews.
- 3Tell Notis which available Agiled project and task details to summarize in the Carbone workload template.
- 4Pick a recurring monthly schedule and choose where run reports should go.
- 5Test with one real workload review and verify that any capacity assumptions are supplied.
Questions about this workflow
Can the report calculate team capacity?
Only if capacity data is available to the workflow or supplied by you. Task records alone may not provide working hours or availability.
Can it show workload by person?
It can summarize assignment details when those are available in the Agiled information returned to Notis.
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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