Keep Airtop report categories easy to review
See the categories available for browser-generated documents without opening a separate filing task.
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
Document categories can become difficult to navigate when recurring browser workflows produce different report types.
- Retrieve Carbone's current template categories on a schedule.
- Keep the filing options for browser-driven reports visible.
- Surface category changes through a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for category review.
- 3In one instruction, ask Notis to list Carbone categories relevant to the documents produced by your Airtop workflows.
- 4Choose notis_cron and set the schedule, then choose where run reports should go.
- 5Test with one run and confirm the returned categories help with your filing decisions.
Questions about this workflow
Does this automation create categories?
No. It lists the categories currently used in templates. It does not create or rename categories.
Why include Airtop context?
The instruction can describe which browser-driven reports you care about, helping make the scheduled category review more relevant.
What if categories are missing?
The list only reflects categories currently used in Carbone templates. Update template metadata separately if your filing setup needs changes.
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.
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.
Airtop and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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