Prepare an investor update brief from a sent email
Keep a formatted copy of your investor update ready by rendering it when you send the email.
Trigger
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.
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
Important investor updates are easy to lose in sent mail and may need a separately formatted copy for records.
- Keep a consistent formatted record of sent updates.
- Reduce duplicate document preparation.
- Make key updates easier to retrieve.
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 information to include.
- 4Pick Email Sent as the trigger and choose where run reports go.
- 5Test with one real sent investor update.
Questions about this workflow
Can it compare this update with prior months?
Only if you supply the historical baseline or the relevant prior data in the instruction or email.
Does this send anything to investors?
This workflow generates a report through Carbone. It does not send the generated report.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.