Add Carbone to your AI agent
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.
- Things your agent can do in Carbone
- 11
Things your AI can do in Carbone
Your FormWise AI can handle any of these in Carbone — on its own, without you needing to click a button.
Delete Carbone Template
PopularPermanently delete a template from the Carbone server by its 64-character hexadecimal template ID. This action is irreversible. Ensure you have the correct template ID before deleting.
Download Template
PopularTool to download a template from Carbone by template ID. Use when you need to retrieve the original template file.
Generate Carbone Report
PopularTool to generate a Carbone report from a template and JSON data. Use when you need to render documents in various formats.
Get Carbone Server Status
PopularTool to retrieve the current status and health of the Carbone server. Use before generating reports to ensure the service is operational.
List Template Categories
PopularTool to retrieve a list of all categories used in templates. Categories function like folders for organizing templates. Use when you need to see available template groupings.
List Template Tags
PopularTool to list all tags currently used in templates. Use when you need to discover available tags for categorizing or filtering templates by document type or version.
List Templates
PopularTool to retrieve a list of templates from Carbone storage with filtering, search, and cursor-based pagination. Use when you need to find templates, search by name or ID, or iterate through all deployed templates.
Render Template Direct
PopularTool to generate a document by uploading a base64-encoded template and data in a single API call. Use when you need to render documents without uploading templates separately.
Update Template Metadata
PopularTool to update metadata and attributes of an existing Carbone template. Use when you need to modify template name, comment, tags, category, or control version deployment and lifecycle.
Upload a template
PopularUpload a template file to the Carbone server to obtain a template ID for document generation. Supported template formats: DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG, XHTML, IDML, HTML, or XML. Templates can contain placeholders like {d.fieldname} that will be replaced with data during report generation.
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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Carbone is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Carbone, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Carbone for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Carbone work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Carbone to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Carbone in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Carbone.
- 3
Hit "Connect"
Click "Connect Carbone" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Carbone
Build a quick AI Agent (it's like writing instructions, not code), and pick the Carbone actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Carbone for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Carbone workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Carbone users had before signing up
Do I need to know how to code?
Not even a little. If you can use Carbone today, you can set this up. You'll connect Carbone, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Carbone login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Carbone or delete everything any time.
What happens when Carbone updates their app?
We handle it. When Carbone adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Carbone takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Carbone — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Carbone on FormWise
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.
Connect Carbone once and your FormWise AI gets 11 things it can do inside it. That means your AI can handle the Carbone work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Carbone? Take a look at account.carbone.io.
More documents integrations
DocuSign
DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically
Box
Box is a cloud content management platform for secure file storage, sharing, collaboration, and governance.
SharePoint Graph
SharePoint Graph uses Microsoft Graph to access SharePoint sites, lists, list items, document libraries, files, folders, and sharing capabilities.
SharePoint
SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate, store, and organize content securely and effectively
Documenso
Documenso is an open-source electronic signature platform that allows users to create, send, and sign documents digitally.
Confluence
A tool for team collaboration and knowledge management.
Stop doing the Carbone work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.