Keep project decisions easy to review
Create a concise record of project decisions from the context available in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Important decisions are easy to lose when project context is revisited across records and conversations.
- Make supplied project decisions easier to scan later.
- Create a consistent decision document from project context.
- Reduce time spent reconstructing why a choice was made.
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 project decision summaries.
- 3Tell Notis which decision details to summarize from incoming Agiled information and to render them with the chosen Carbone template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project decision and confirm the reasoning is present in the supplied information.
Questions about this workflow
Can it recover decisions from past conversations?
Only if the decision details are available in Agiled information provided to Notis. Conversation history that is not supplied cannot be assumed.
Can it record a decision back into Agiled?
This workflow generates a Carbone document. The listed action does not update Agiled records.
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.