Regenerate proposals when task details change
Update the task, and the proposal can be rendered again with the latest context.
Trigger
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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
Proposal documents drift from the latest scope when changes stay trapped in task notes.
- Keep proposals aligned with current scope
- Reduce manual re-rendering
- Create a dependable revision trail
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Carbone in Notis once.
- 2Create an automation for proposal revisions.
- 3Tell Notis to regenerate the proposal from the changed task details.
- 4Pick Task Details Changed and choose the report destination.
- 5Test by editing one tracked task and checking the new report.
Questions about this workflow
Which changes trigger it?
The event covers title, notes, status, due date, completion, and position changes for the tracked task.
Will it overwrite the old proposal?
That depends on your instruction and Carbone template setup; you can request a new version or replacement.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Carbone. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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 Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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.
Google Tasks and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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