Generate recurring Carbone operations reports
Turn a recurring review into a ready made document that arrives on your chosen cadence.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Recurring reporting gets postponed when someone has to assemble the same document by hand.
- Make recurring reporting dependable
- Keep report structure consistent
- Reduce assembly work before reviews
Setup
Build it in a few focused steps.
- 1Connect Carbone to Notis once.
- 2Create an automation for the recurring operations report.
- 3Tell Notis to generate a Carbone report on schedule using the supplied template and available data, and to call out missing inputs.
- 4Pick a recurring Notis schedule trigger.
- 5Choose a report channel and test with one immediate run.
Questions about this workflow
Where does the report data come from?
Provide the data source or payload in the automation context; Notis cannot invent unavailable history.
Can the cadence be changed later?
Yes. Update the recurring schedule in the automation settings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Carbone. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
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.
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.
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.
Timelinesai and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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