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Beyond-Bot.ai + carbone
Carbone is a fast and simple report generator that converts JSON data into various document formats such as PDF, DOCX, XLSX, ODT, and more, using templates.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to carbone.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in carbone.
Trigger Workflows
Start automated workflows in carbone based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within carbone.
Carbone Delete Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Carbone Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Carbone Generate Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Carbone Generate Template Id
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Carbone Get Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
Carbone Upload Template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Carbone Set 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.