Schedule a Carbone template archive review
Make template maintenance a recurring habit by retrieving the current source file on schedule.
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
Template source files can become hard to locate when maintenance is delayed or the latest version is unclear.
- Creates a predictable template review point.
- Makes retrieving the current source less manual.
- Supports a regular archive routine.
Setup
Build it in a few focused steps.
- 1Connect Carbone and Slack to Notis once through the portal.
- 2Create a recurring automation in the portal or ask Notis to download a named template for periodic review.
- 3Use one plain-language instruction identifying the intended template and what to do with the downloaded file.
- 4Select a Notis recurring schedule and choose where run reports should appear.
- 5Test with a known template and confirm the downloaded source is the expected one.
Questions about this workflow
Can this archive the downloaded file automatically?
The listed action downloads the template. Describe any supported follow-up clearly, and verify the result during testing.
Should I schedule a download for every template?
Use the workflow for templates that benefit from a regular review or archive routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Carbone. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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