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Notis

Find a Carbone template using parsed document details

Use the document context you already extracted to find a relevant template without browsing the library manually.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Templates

Retrieves templates stored in the workspace.

Why this helps

Choosing a document template adds another search task after extracting information from a file.

  • Search the template library using incoming context
  • Reduce manual browsing for a suitable template
  • Return options for a person to select or verify

Setup

Build it in a few focused steps.

  • 1Connect Airparser and Carbone once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3Ask Notis to search the Carbone template list using relevant document details in the incoming data and summarize matches.
  • 4Choose the notis_webhook trigger and select a report channel.
  • 5Test with one real document payload and verify that returned matches are relevant.

Questions about this workflow

Does the workflow select and render a template automatically?

This workflow searches and summarizes templates. It does not generate a report or confirm that a match is the correct one.

What data helps the search?

Include useful document context in the incoming request, such as its purpose or type. Notis can only search with information it receives.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Carbone. A trigger fires from one place; an action lands in another.

Airparser triggers

Carbone actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Carbone Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Downloads the original template file.

ActionInstant

Generate Carbone Report

Generates a document in the chosen format from a template.

ActionInstant

Get Carbone Server Status

Checks the server’s current status and health.

ActionInstant

List Templates

Retrieves templates stored in the workspace.

ActionInstant

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

ActionInstant

List Template Categories

Lists the categories used to organize templates.

ActionInstant

Upload a template

Uploads a template for document generation.

ActionInstant

Connect any two apps with Notis in the middle.

Airparser and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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