Turn a key phrase in Google Docs into a report handoff
A single phrase such as approved or ready can start the next reporting step automatically.
Trigger
Keyword Detected in Document
Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.
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 handoff phrases are easy to overlook when they are buried in active documents.
- Make approval signals actionable
- Reduce inbox and chat follow-up
- Trigger the next step exactly once
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Carbone in Notis once.
- 2Create an automation for keyword-based report generation.
- 3Tell Notis to generate the specified Carbone report when the configured phrase appears.
- 4Pick Keyword Detected in Document as the trigger and choose a report destination.
- 5Test by adding the keyword to one real document.
Questions about this workflow
Does the workflow repeat for every edit?
The keyword trigger fires once after detection until it is reset according to the event behavior.
Can the keyword be a phrase?
Yes. Configure a specific keyword or phrase for the monitored document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Carbone. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
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.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
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.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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