Make campaign report templates easier to find
See the labels already in use so you can search for reporting templates with less guesswork.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Tags
Lists tags currently used on templates.
Why this helps
Unfamiliar or inconsistent tags make template search slower when a campaign report is due.
- See the tags currently used across templates
- Understand which labels may help locate campaign reports
- Notice where tag conventions may need attention
Setup
Build it in a few focused steps.
- 1Connect AimTell and Carbone once in the Notis portal.
- 2Create an automation and describe the template tags you want reviewed.
- 3Ask Notis to summarize tags that could help find AimTell campaign report templates.
- 4Choose a recurring schedule and where run reports should go.
- 5Test against the current Carbone tag list.
Questions about this workflow
Does this add or change tags?
No. This action only lists tags. Updating template metadata requires a separate workflow and a chosen template.
Can Notis decide what a tag means?
It can summarize tag names, but any undocumented meaning should be supplied by you.
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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