Build a project status report from AnyDB
Get project details into a consistent report without pausing to assemble them manually.
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
Project updates often require hunting across records and rewriting the same status information for each review.
- Gather status details from relevant records.
- Render a consistent update using a template.
- Make project review preparation lighter.
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, specify the project records to summarize and ask for a rendered status report.
- 4Choose a webhook trigger, a run-report destination, and test with one real example.
Questions about this workflow
Can it calculate progress?
Only if the needed progress information is present in the available records or supplied in the instruction.
Can I run it for one project at a time?
Yes. Include the project context in the webhook request or accessible AnyDB data.
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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