Prepare a lead dossier from extracted details
Bring the important intake details into one document so you can decide what deserves follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Lead information arrives in different formats, leaving founders to piece together context before responding.
- Consolidate extracted lead details into a single document
- Make follow-up context easier to scan
- Use a repeatable dossier format for every intake
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.
- 3Describe that incoming lead data should be rendered as a dossier with the Carbone template you use.
- 4Choose the notis_webhook trigger and pick where run reports should go.
- 5Test with one real lead payload and confirm the generated dossier is useful.
Questions about this workflow
Can Notis decide whether a lead is qualified?
Notis can summarize or apply criteria you provide, but any required scoring rules must be supplied in the instruction or data.
Does this workflow send the dossier to the lead?
The listed Carbone action generates a report. It does not send or deliver the document to an external recipient.
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.
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.
Airparser and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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