Review Agent mail history for new Outlook contacts
Understand existing context before you reach out to a new contact.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
List Messages
List messages from an agentmail inbox
Why this helps
A new contact may already have conversation history that is hard to locate.
- Avoid duplicate introductions
- Recover relationship context
- Prepare better outreach
Setup
Build it in a few focused steps.
- 1Connect Outlook and Agent mail once in Notis.
- 2Create an automation named New contact history review.
- 3Tell Notis to list Agent mail messages matching each new Outlook contact and summarize relevant history.
- 4Pick New Contact Added as the trigger and choose a report channel.
- 5Test with one real contact.
Questions about this workflow
What starts the history review?
Adding a new contact in Outlook starts it.
What if there is no matching history?
The report can state that no matching Agent mail messages were found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Agent mail. A trigger fires from one place; an action lands in another.
Outlook triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Send Email
Send an email using agentmail api
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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