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Notis

Find the right Carbone template without browsing by hand

Turn a document request into a focused search across your Carbone templates.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Templates

Retrieves templates stored in the workspace.

Why this helps

Searching template names and IDs by hand breaks focus before document work even starts.

  • Find likely matching templates from plain language context.
  • Reduce time spent scanning template lists.
  • Return template details that can inform a later report generation step.

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Carbone once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3In one instruction, ask Notis to interpret the incoming document request, search Carbone templates, and summarize the best matches.
  • 4Choose notis_webhook as the trigger and select where run reports should go.
  • 5Test with one real example and confirm the suggested template is relevant.

Questions about this workflow

Will this workflow pick a template automatically for report generation?

It searches and summarizes matches. A separate automation can generate a report once the correct template is known.

Can it search using a document description?

Yes. The incoming webhook request can provide the description Notis uses to interpret the search.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Carbone. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Carbone actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Carbone Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Downloads the original template file.

ActionInstant

Generate Carbone Report

Generates a document in the chosen format from a template.

ActionInstant

Get Carbone Server Status

Checks the server’s current status and health.

ActionInstant

List Templates

Retrieves templates stored in the workspace.

ActionInstant

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

ActionInstant

List Template Categories

Lists the categories used to organize templates.

ActionInstant

Upload a template

Uploads a template for document generation.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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