Turn agreed scope into a statement of work draft
Let your request kick off a structured first draft, so you can focus on checking scope and expectations.
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
Turning a settled scope into a formal document can linger when it competes with active client work.
- Provides a consistent document starting point.
- Helps move agreed work toward formal review.
- Reduces repetitive formatting effort.
Setup
Build it in a few focused steps.
- 1Connect Documentero and Carbone to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Use one plain-language instruction asking Carbone to generate a statement of work from each scope-request webhook.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test on one real scope request and review deliverables and assumptions.
Questions about this workflow
Does this approve or sign the SOW?
No. It generates a draft for review; approval and signing happen through your existing process.
Can it use my existing document structure?
The Carbone generation action renders documents from a template and data. Use the appropriate template in your workflow.
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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