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Notis

See how your Carbone templates are organized

Get a simple overview of the categories that group your document templates.

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

When category structure lives only inside a tool, people spend extra time figuring out where templates belong.

  • Make existing template groupings visible in a concise summary.
  • Help teammates navigate the document catalog more quickly.
  • Notice when categories need clearer organization.

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 list Carbone template categories and explain the category names in a concise overview.
  • 4Pick notis_cron and set the recurring schedule.
  • 5Choose where run reports should go, then test with one real example.

Questions about this workflow

Does this create or rename categories?

No. This workflow lists the categories already used in Carbone.

How often should it run?

Choose a schedule that matches how often your team updates its template organization.

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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