Create investor updates from Todoist
Once the inputs are approved, the investor update can be rendered in one focused step.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Investor updates slip when approved metrics and narrative are scattered across working notes.
- Standardizes investor communications
- Reduces last-minute formatting
- Creates a reviewable artifact
Setup
Build it in a few focused steps.
- 1Connect Todoist and Carbone in Notis once.
- 2Create an automation telling Notis to render the investor update from the approved data in each new task.
- 3Pick the Todoist New Task Created trigger.
- 4Choose where generation reports should be delivered.
- 5Test with one approved update before sending it externally.
Questions about this workflow
Does this send the update to investors?
This workflow generates the document and reports the result; external sending requires its own authorized step.
Can I require approval first?
Yes. Instruct Notis to generate only when the task states that inputs are approved.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Carbone. A trigger fires from one place; an action lands in another.
Todoist 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
Trigger when a new task is added to Todoist.
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.
Todoist and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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