Generate a Carbone client brief from any webhook
Capture intake once, then let Notis turn it into a client-ready brief without copying details between tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Client intake gets retyped into documents, creating delays and avoidable errors.
- Remove duplicate data entry
- Speed up client onboarding
- Create consistent briefs
Setup
Build it in a few focused steps.
- 1Connect Carbone in Notis once.
- 2Create a webhook automation and name it.
- 3Tell Notis to turn each incoming payload into a Carbone client brief.
- 4Pick the webhook trigger and choose a report channel.
- 5Send one real test payload and review the brief.
Questions about this workflow
What must the webhook send?
Send the project details your instruction requires, such as client, scope, dates, and deliverables.
Can the brief use a template?
Yes. Specify the Carbone template and output format in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Carbone. A trigger fires from one place; an action lands in another.
One 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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