Refresh Carbone template metadata on a schedule
Keep recurring template maintenance from slipping through the cracks with a scheduled update routine.
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
Small template maintenance tasks are easy to defer until people can no longer tell which file is current.
- Run planned metadata maintenance on a schedule.
- Keep template classification current.
- Make update outcomes visible in run reports.
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, identify the template and specify the metadata updates to apply from the available AnyDB information.
- 4Choose a recurring schedule, a run-report destination, and test with one real example.
Questions about this workflow
Can it decide new metadata without guidance?
The instruction should specify the planned update or the criteria available in AnyDB. Notis cannot infer missing policy.
What can metadata updates cover?
Supported attributes include template name, comment, tags, category, and version deployment or lifecycle controls.
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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