Prepare project kickoff briefs from Agiled
Start a new project conversation with a brief based on the details already entered 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
Kickoffs take extra preparation when project details need to be gathered and rewritten into a separate document.
- Bring available project context into a kickoff document.
- Reduce duplicate preparation work.
- Use a consistent structure for project starts.
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 kickoff briefs.
- 3Tell Notis to turn incoming Agiled project information into a kickoff brief using the chosen Carbone template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project and verify the brief covers the information your kickoff needs.
Questions about this workflow
Can it include objectives and milestones?
Yes, when objectives and milestone details are available in the Agiled information sent to the automation.
Can it add details that are not in Agiled?
Supply those details to the automation or include them in the information sent with the webhook.
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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