Automate recurring reports in Carbone
Get a familiar report rendered on schedule so it is ready when your review starts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Recurring reports take time when the same data preparation and document rendering steps repeat every cycle.
- Reduce repeated manual report rendering.
- Use a consistent template for recurring updates.
- Have the document ready around the time your team reviews it.
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, describe the recurring report, the available data source, and the Carbone template to render.
- 4Pick notis_cron and set the recurring schedule.
- 5Choose where run reports should go, then test with one real example.
Questions about this workflow
Will the workflow find data automatically?
Only if the data is available to the automation or supplied in its instruction or input. Name any source needed for the report.
Does the action send the finished report to clients?
This action generates a report. Delivery requires a separate process.
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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