Spot document format gaps in your Carbone templates
Keep your template library easy to understand as your CMS document needs change.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
A growing template library can leave teams unsure which formats are available or whether a needed document template exists.
- Review available templates against document needs you provide.
- Surface unclear, duplicate-looking, or apparently missing formats for follow-up.
- Keep template decisions visible without a manual catalog review.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Carbone once in the Notis portal.
- 2Create an automation and describe the template review you want Notis to perform.
- 3Provide the document types or CMS workflows to use as the review criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real template list and check that the findings are useful.
Questions about this workflow
Can Notis know which templates are missing without criteria?
No. Include the document types or workflows you need so Notis can compare them with the available template list.
Does this change or delete templates?
No. This workflow reviews template information and reports findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Carbone. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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