Generate policy documents from AnyDB records
Turn approved source information into a consistent policy document when an update is requested.
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
Policy updates are easy to delay when source details must be gathered and copied into a formal document.
- Use source details maintained in AnyDB.
- Render a consistent document from a template.
- Make requested updates quicker to prepare.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Carbone once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3In one instruction, identify the approved source records and describe the policy document to render.
- 4Choose a webhook trigger, a run-report destination, and test with one real example.
Questions about this workflow
Can Notis decide what the policy should say?
The instruction and source records should provide the intended content. Notis should not invent policy details that are missing.
Can I reuse the same template?
Yes. Specify the appropriate Carbone template in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Carbone. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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