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Notis

See whether Carbone categories fit your Airtop report types

Make category coverage visible before the next browser-generated report needs filing.

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

Teams can end up with reports whose category is unclear when filing conventions have not kept pace with new browser workflows.

  • List existing Carbone categories for a focused review.
  • Compare available categories with report types you describe.
  • Surface categories that may need a human filing decision.

Setup

Build it in a few focused steps.

  • 1Connect Airtop and Carbone once in the Notis portal.
  • 2Create a named automation in Automations, New Automation.
  • 3In one instruction, describe your Airtop report types and ask Notis to compare them with the categories Carbone currently lists.
  • 4Pick notis_cron, choose a review cadence, and select where run reports should go.
  • 5Test with one real category list and confirm any apparent gaps before acting on them.

Questions about this workflow

Can Notis create a missing category?

No. This workflow lists categories and helps identify possible gaps. It does not create categories or update template metadata.

How does it know the report types?

Include those types in the automation instruction. Notis should not assume historical or business details that are not provided.

Are category gaps certain?

They are a review prompt based on the report types you describe and the categories returned by Carbone. Confirm the filing decision before changing templates.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Airtop 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.

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

When this happens · Trigger

Do this · Action

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