Create a decisions brief from emailed notes
Turn meeting notes sent to your inbox into a clear brief for decisions, owners, and follow-up.
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
Meeting notes often stay buried in email, so decisions and follow-up work are harder to find later.
- Make decisions easier to revisit.
- Give follow-up items a consistent format.
- Avoid rebuilding a brief from raw notes.
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 brief outcome in one instruction, including the Carbone template ID and the note details to include.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real email containing meeting notes.
Questions about this workflow
Will it know who owns each follow-up?
Only if owners are included in the notes or provided in your instruction. Missing ownership should remain unspecified.
Can the brief include only decisions and next steps?
Yes. State the sections to include in the automation instruction and make sure the template supports them.
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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