Review a Carbone template every week
A recurring template review keeps important documents current without relying on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Why this helps
Templates age quietly because nobody remembers to inspect the source file.
- Keep templates visible
- Create a regular review rhythm
- Catch outdated content earlier
Setup
Build it in a few focused steps.
- 1Connect Carbone in Notis once.
- 2Create a recurring automation for template review.
- 3Tell Notis to download the selected template and summarize content that may need updating.
- 4Pick a recurring schedule and choose a report channel.
- 5Run one test review with the real template ID.
Questions about this workflow
Do I need the template ID?
Yes. Provide the template identifier in your instruction so Notis can retrieve the correct file.
Can the workflow edit the template?
This workflow downloads and reviews it. Use an upload action after changes are approved.
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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