See how your report templates are organized
Make the shape of your Carbone template library easier to scan before report work begins.
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 templates are scattered across categories, choosing a starting point adds avoidable decisions to report prep.
- Get a concise view of available template categories
- Spot categories that may be unclear or unhelpful
- Reduce friction when choosing where to look for a report
Setup
Build it in a few focused steps.
- 1Connect AimTell and Carbone once in the Notis portal.
- 2Create an automation and ask Notis to summarize Carbone template categories for reporting.
- 3Describe any known AimTell report needs that should guide the summary.
- 4Choose a recurring schedule and where run reports should go.
- 5Test by reviewing the current category list and summary.
Questions about this workflow
Does this categorize templates automatically?
No. It lists existing categories and summarizes them. It does not change template metadata.
Can it tell which categories are for AimTell?
Only if the category names or context make that clear. Notis cannot infer undocumented uses.
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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