Generate a Carbone report from every new Drive file
A new file can start the report without another reminder. Notis reads the available file details and asks Carbone to render the report you described.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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
New source documents often sit in Drive while someone remembers to start a report manually.
- Start report generation as soon as a file is created.
- Use instructions to explain which template and output format apply.
- Reduce manual follow-up between file intake and report creation.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Carbone once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe which new files should lead to a report, including the Carbone template and output format.
- 4Pick the Google Drive File Created trigger and choose where run reports should go.
- 5Test with one real Drive file and confirm the generated report.
Questions about this workflow
Does this workflow extract structured data from every file type?
Notis can use information returned from Drive, but this trigger does not guarantee that every file's contents are available or structured. Specify the data source in your instruction and test with a real file.
Do I need to configure field mappings?
No. Describe the intended outcome in plain language, including the template and data Carbone should receive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Carbone. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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