Find category clutter before it slows campaign work
See the category structure clearly and decide whether your reporting library needs a simpler organization.
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
Overlapping or unclear categories make it harder to locate a report template in a hurry.
- Review available categories without browsing manually
- Spot possible overlap or unclear labels
- Make it easier to decide where reporting templates belong
Setup
Build it in a few focused steps.
- 1Connect AimTell and Carbone once in the Notis portal.
- 2Create an automation and ask Notis to review category names for campaign reporting use.
- 3Provide any known category conventions or intended meanings for better context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with the current categories and review the findings.
Questions about this workflow
Does it rename or reorganize categories?
No. The category listing action is read-only.
Can it determine the correct category from a name alone?
It can flag likely ambiguity, but you should provide any internal conventions or intended meanings.
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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