Upload an emailed CSV to an Agenty list
Turn incoming data files into usable Agenty rows with one inbox driven workflow.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Upload CSV file to List
Tool to upload a csv file to a list. use when you need to bulk import rows into an existing list after verifying the list's column schema.
Why this helps
CSV attachments create repetitive download, rename, and upload work before research can begin.
- Remove repetitive file handling
- Keep lists current
- Start enrichment sooner
Setup
Build it in a few focused steps.
- 1Connect Outlook and Agenty in Notis once.
- 2Create an automation named CSV Intake.
- 3Tell Notis to find qualifying CSV attachments in new Outlook messages and upload each file to the named Agenty list.
- 4Pick New Outlook Message as the trigger and choose a report channel.
- 5Test with one real CSV attachment and a verified list.
Questions about this workflow
How is the destination list chosen?
Include the list name or identifier in the email subject or body.
What if the CSV columns do not fit?
Notis can report the schema mismatch for correction before upload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Agenty. A trigger fires from one place; an action lands in another.
Outlook triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Outlook and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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