Move a proposal draft into a polished document
Turn proposal context into a structured document that is ready for founder review.
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
Proposal details often arrive in scattered notes, then take another round of manual assembly before review.
- Organize supplied context into a consistent proposal structure.
- Reduce time spent transferring content into a document template.
- Create a reviewable draft with open questions surfaced.
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 organize the supplied proposal context, flag missing details, and render a draft with the selected Carbone template.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real proposal request and review the draft before sending it.
Questions about this workflow
Will it invent missing commercial terms?
Tell Notis to flag missing terms as questions. Supply any pricing, scope, or dates the proposal needs.
Does this send the proposal to a prospect?
No. It generates a document for review; delivery is a separate step.
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.
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.
Ai ml api and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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