Build a client status report from an email update
Convert an emailed progress update into a polished status report without starting from a blank document.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Client updates are scattered through inboxes, making it easy to miss progress, blockers, or next steps when preparing a report.
- Turn update emails into a consistent client artifact.
- Keep progress, blockers, and next steps visible.
- Reduce time spent assembling status documents.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the report outcome in one instruction, including the Carbone template ID and the update details to use.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real client update email.
Questions about this workflow
Can the workflow infer missing project details?
It can only use details available in the email or supplied in your instruction. Include any required fields that are not in the update.
Which file formats can Carbone render?
Carbone generates reports in supported formats for the chosen template. Specify the desired format in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Carbone. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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