Turn a project request into a brief
Capture the request once, then let Notis ask Carbone for a structured brief you can scan and refine.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Project context is easy to lose when requests arrive in different formats and need manual cleanup.
- Gives each project a familiar starting structure.
- Reduces context switching between intake and document drafting.
- Makes the request easier to review.
Setup
Build it in a few focused steps.
- 1Connect Documentero and Carbone to Notis once through the portal.
- 2Create the automation in the portal or ask Notis conversationally.
- 3Use one plain-language prompt asking Carbone to generate a project brief from each intake webhook.
- 4Choose the incoming webhook trigger and a channel for run reports.
- 5Test with one real project request and inspect the resulting brief.
Questions about this workflow
Do I have to build a field mapping?
No. State the desired brief in the prompt and Notis interprets the incoming information.
Can I use a recurring schedule instead?
This workflow is designed for a request arriving as a webhook, so the brief can be prepared near intake.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Documentero to Carbone. A trigger fires from one place; an action lands in another.
Documentero triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Connect any two apps with Notis in the middle.
Documentero and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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