Render an expense summary from emailed data
Turn an emailed expense list into a consistent summary document with your Carbone template.
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
Expense details arrive in different emails and formats, making a clear summary tedious to assemble.
- Bring expense details into one report.
- Use a consistent summary layout.
- Spend less time reformatting emailed data.
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 expected expense details.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real email containing expense data.
Questions about this workflow
Does this verify or approve expenses?
No. It renders a report from information available in the email and template.
What if the email has no amount or date?
Supply required details in the email or instruction. The workflow cannot recover information that was not provided.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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