Find the right report template before your next push
Start campaign prep with a clear view of the Carbone templates available for your AimTell work.
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
Campaign planning stalls when you have to search through document templates and remember which report fits.
- See available templates before campaign work begins
- Reduce time spent searching for the right report
- Spot when a needed template may be missing
Setup
Build it in a few focused steps.
- 1Connect AimTell and Carbone once in the Notis portal.
- 2Create an automation by telling Notis what campaign reporting template you need.
- 3Ask Notis to list relevant Carbone templates and summarize which appear useful for the upcoming AimTell campaign.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real campaign plan and confirm the template summary is useful.
Questions about this workflow
Does this start when an AimTell campaign is created?
No. AimTell exposes no trigger events here, so this workflow runs on a Notis schedule.
Can it create a missing template?
No. It lists templates and reports if none seem relevant. Creating document content is outside this action.
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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