Review your Agiled project portfolio in one report
Start your weekly review with a prepared overview of the projects you manage in Agiled.
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
A portfolio review can stall when project status and progress are scattered across records that need manual summarizing.
- Prepare a consistent portfolio overview for recurring reviews.
- Reduce manual project-by-project summarizing.
- Make current Agiled project information easier to scan.
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 the portfolio review.
- 3Tell Notis to summarize the current Agiled projects in a portfolio report using the chosen Carbone template.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real portfolio result and review the rendered document.
Questions about this workflow
Can this run every week?
Yes. Choose a recurring schedule as the trigger when creating the automation.
Will the report include historical status changes?
Only if that history is available in the Agiled data returned to the automation. Otherwise, provide the baseline or history you need.
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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