Start campaign planning with a useful template shortlist
Turn the templates you already have into a brief, practical starting list for campaign reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
A long template library makes it hard to choose a useful starting point when campaign planning is already busy.
- See a concise shortlist instead of the entire library
- Focus on templates that match your stated report needs
- Reduce decisions during campaign planning
Setup
Build it in a few focused steps.
- 1Connect AimTell and Carbone once in the Notis portal.
- 2Create an automation and describe the campaign reports you prepare repeatedly.
- 3Ask Notis to search Carbone and summarize a shortlist of templates matching those needs.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one current planning cycle and refine the stated report needs if needed.
Questions about this workflow
Does it create a new template shortlist inside Carbone?
No. It lists and summarizes search results in the run report.
How does it know what campaign reports are useful?
You describe the reporting needs in the automation prompt. Notis cannot infer undocumented requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Carbone. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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