Bring client review context into one document
Prepare a structured client review from the Agiled information you use to manage the relationship and its work.
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
Quarterly reviews require pulling customer and project context together before the conversation can focus on decisions.
- Bring available CRM and project information into one review.
- Make recurring client reviews easier to prepare.
- Use a consistent report structure across review periods.
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 quarterly client reviews.
- 3Tell Notis which available Agiled CRM and project details to include in the Carbone review template.
- 4Pick a recurring quarterly schedule and choose where run reports should go.
- 5Test with one real client review and check that the period and details are accurate.
Questions about this workflow
Can the report compare performance across quarters?
Only if the prior-period information or baseline is available to the workflow. Supply missing comparison data in the instruction or source information.
Can one report cover multiple clients?
Describe the intended scope in the automation prompt and ensure the relevant Agiled records are made available.
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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