Forward Gmail billing documents through Outlook
Move billing documents into the finance workflow without a manual forward. Notis recognizes relevant Gmail messages and sends a clear Outlook email with the available attachment.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Send email
Sends an email with subject, body, recipients, and an optional attachment via microsoft graph api; attachments require a non-empty file with valid name and mimetype.
Why this helps
Invoices and receipts remain in a founder's Gmail inbox while finance waits for the document and approval context.
- Reduces manual invoice forwarding
- Keeps vendor and due-date context with the document
- Separates finance work from personal inbox review
Setup
Build it in a few focused steps.
- 1Connect Gmail and Outlook in the Notis portal.
- 2Create an automation for new Gmail invoices and receipts.
- 3Tell Notis which Outlook recipients should receive the document and what summary to include.
- 4Pick the new-message trigger, select a reporting channel, and test with a non-sensitive sample invoice.
Questions about this workflow
Can the Outlook email include the attachment?
Yes, when Gmail provides an accessible file and it meets the Outlook send-email attachment requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Outlook. A trigger fires from one place; an action lands in another.
Gmail triggers
Outlook actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add mail attachment
Tool to add an attachment to an email message. use when you have a message id and need to attach a small (<3 mb) file or reference.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create calendar
Tool to create a new calendar in the signed-in user's mailbox. use when organizing events into a separate calendar.
Create contact folder
Tool to create a new contact folder in the user's mailbox. use when needing to organize contacts into custom folders.
Create Email Rule
Create email rule filter with conditions and actions
Create mail folder
Tool to create a new mail folder. use when you need to organize email into a new folder.
Create master category
Tool to create a new category in the user's master category list. use after selecting a unique display name.
Delete mail folder
Delete a mail folder from the user's mailbox. use when you need to remove an existing mail folder.
Download Outlook attachment
Downloads a specific file attachment from an email message in a microsoft outlook mailbox; the attachment must contain 'contentbytes' (binary data) and not be a link or embedded item.
Connect any two apps with Notis in the middle.
Not just Gmail and Outlook. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Outlook.