Turn Agiled tasks into clear handoffs
Give the next person a concise document with the task context and details 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
A task can be technically assigned but still need a separate explanation before someone else can pick it up.
- Package task context into a document for handoffs.
- Reduce repeated explanations across a team.
- Keep the handoff tied to 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 task handoffs.
- 3Tell Notis to turn incoming Agiled task details into a handoff document using the chosen Carbone template.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real task and ask the recipient to review the handoff.
Questions about this workflow
Can the handoff include task history?
Only if task history is included in the Agiled information provided to Notis. Name any missing context that should be supplied.
Can this create or assign tasks in Agiled?
This workflow generates a Carbone document. The listed action does not create or assign Agiled tasks.
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.