Review the categories behind your CMS document templates
See how your document templates are grouped before the next content project begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
Inconsistent or unfamiliar categories make it harder to locate the right document format quickly.
- List the categories currently used by Carbone templates.
- Compare available categories with document organization criteria you provide.
- Make category gaps easier to spot before they slow down document work.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Carbone once in the Notis portal.
- 2Create an automation and describe the category review Notis should perform.
- 3Provide the document groupings or CMS work types you want considered.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real category listing and review the summary.
Questions about this workflow
Does this create new categories?
No. This workflow lists existing categories and summarizes them against the criteria you provide.
Can it identify useful groupings automatically?
Notis can suggest groupings from your stated document needs, but those needs must be included in the instruction.
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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