Keep template records current as Airtop reports evolve
Bundle template metadata upkeep into a scheduled maintenance pass for your reporting workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Template Metadata
Updates an existing template’s metadata, attributes or deployment lifecycle.
Why this helps
Template records drift as browser workflows change, leaving confusing names, tags, or categories for the next report run.
- Update supported Carbone metadata on a schedule.
- Apply explicit naming or categorization rules to templates you identify.
- Keep reporting records easier to understand as workflows change.
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 template upkeep.
- 3In one instruction, provide the template IDs and exact metadata rules for the Airtop reporting templates to update.
- 4Choose notis_cron, set a maintenance schedule, and select where run reports should go.
- 5Test on one known template and verify the resulting metadata before broadening the instruction.
Questions about this workflow
Will Notis guess which templates need changes?
No. Provide template IDs or clear criteria and the exact metadata rules. Notis should not invent your naming or categorization policy.
Which metadata can be updated?
The action supports name, comment, tags, category, and version deployment or lifecycle controls.
Can this modify the template file?
No. It updates metadata and attributes. Use Upload a template to add or replace the underlying file.
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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