Start the week with a pipeline report
Have Notis request a Carbone report on a predictable schedule so your sales review starts with a document ready to inspect.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A pipeline review can get pushed aside when preparing its summary requires a separate manual pass.
- Creates a reliable weekly review artifact.
- Reduces the scramble before a pipeline check-in.
- Makes trends easier to revisit.
Setup
Build it in a few focused steps.
- 1Connect Documentero and Carbone to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3In one prompt, request a weekly Carbone pipeline report using the latest available prepared data.
- 4Select a recurring weekly trigger and choose the channel for run reports.
- 5Test the instruction once and verify the data source is ready before the next scheduled run.
Questions about this workflow
Will the schedule collect the sales data by itself?
Not from the listed Carbone action. Ensure the latest report data is available to the automation when it runs.
Can I choose when it runs?
Yes. Select a recurring schedule in Notis that fits your weekly review.
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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