Generate a monthly board report
Make the board pack a scheduled output instead of a recurring scramble.
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
Monthly board preparation expands into late nights when formatting starts from scratch.
- Creates a repeatable cadence
- Reduces formatting effort
- Leaves more time for review
Setup
Build it in a few focused steps.
- 1Connect Carbone in Notis once.
- 2Create an automation telling Notis to generate the board report from the named template and latest supplied data.
- 3Choose a Notis cron trigger and set the monthly schedule.
- 4Choose where the generation report should go.
- 5Test one run with a recent reporting period.
Questions about this workflow
Where does the latest data come from?
The automation needs access to supplied data or a connected source; it cannot invent missing figures.
Can the schedule be changed around board dates?
Yes. Set the cron timing to match your preparation window and timezone.
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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