Review Agiled tasks with a prepared report
Start your recurring task review with a document that brings relevant Agiled tasks together.
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
Keeping track of tasks to revisit can become another manual process layered on top of the work itself.
- Create a dependable starting point for task reviews.
- Reduce the need to scan task records one by one.
- Summarize only task signals 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 your task review.
- 3Tell Notis what available task details to look for and to render a review report with the chosen Carbone template.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm the report reflects your criteria.
Questions about this workflow
Can it identify overdue tasks?
It can use due dates and task status when those details are available in the Agiled information returned to the automation.
Can it include a prior status baseline?
Only if that baseline is available or you provide it. The workflow cannot assume missing history.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.