Know what reporting templates you already have
A periodic scan can show whether your document library covers the campaign reporting work you do.
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
Teams may create duplicate reporting templates simply because existing options are difficult to discover.
- Understand what reporting templates are available
- Reduce repeated searches across the library
- Surface possible gaps before they slow down campaign work
Setup
Build it in a few focused steps.
- 1Connect AimTell and Carbone once in the Notis portal.
- 2Create an automation and describe the reporting coverage you want Notis to review.
- 3Ask Notis to list and summarize Carbone templates relevant to your known AimTell reporting needs.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with the current library and review any reported gaps.
Questions about this workflow
Can it detect duplicate templates with certainty?
It can point out apparent overlap based on available template details, but you should confirm whether two templates truly serve the same purpose.
Can it report gaps in AimTell data?
It can only compare the library with reporting needs you provide. It cannot inspect unprovided campaign data.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.