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Notis

Review the tags used by your Carbone templates

Get one clear view of template tags so you can find and discuss document assets faster.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Template Tags

Lists tags currently used on templates.

Why this helps

Tags can become difficult to remember as template collections expand and different people organize documents.

  • Retrieve current tags from Carbone.
  • Review template labels in one place.
  • Support more consistent template discovery.

Setup

Build it in a few focused steps.

  • 1Connect Carbone once in the Notis portal.
  • 2Create an automation in Notis and name it.
  • 3In one instruction, ask Notis to list template tags and summarize how they can help locate documents.
  • 4Choose a recurring schedule, a run-report destination, and test with one real example.

Questions about this workflow

Will this change any template tags?

No. It lists the tags currently used.

Can I request a focused summary?

Yes. Describe the document types or naming patterns you want Notis to call out.

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.

TriggerScheduled

Delete Carbone Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Downloads the original template file.

ActionInstant

Generate Carbone Report

Generates a document in the chosen format from a template.

ActionInstant

Get Carbone Server Status

Checks the server’s current status and health.

ActionInstant

List Templates

Retrieves templates stored in the workspace.

ActionInstant

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

ActionInstant

List Template Categories

Lists the categories used to organize templates.

ActionInstant

Upload a template

Uploads a template for document generation.

ActionInstant

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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