Update Anthropic report template metadata by request
Keep report templates labeled clearly when their purpose or organization changes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template Metadata
Updates an existing template’s metadata, attributes or deployment lifecycle.
Why this helps
Unclear template names and labels make it harder to identify the right report asset.
- Handle a metadata update from a request.
- Keep template labels aligned with their reporting purpose.
- Reduce manual administration of reporting assets.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Carbone once in the Notis portal.
- 2Create an automation by telling Notis how to handle metadata requests, or use Automations, New Automation in the portal.
- 3Describe the supported metadata change and require the request to identify the intended template.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and verify the updated template details.
Questions about this workflow
Which template details can this update?
The action supports template name, comment, tags, category, and version deployment and lifecycle controls.
Does the workflow choose a template automatically?
No. Provide the intended template ID in the request or instruction so the update targets the correct template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Carbone. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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