Give every client request a place to land
Notis can pull the useful details from a client email into an Airtable request record.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
Requests arrive in different email threads and get lost among routine messages.
- Create a consistent record for each new client request.
- Keep request details out of scattered email threads.
- Make incoming work easier to review and prioritize.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Ask Notis in one instruction to create a request record for incoming client emails, including the client, request summary, and source details available in the message.
- 4Select New Outlook Message as the trigger and choose a report channel.
- 5Test with one real client request and review the resulting Airtable record.
Questions about this workflow
Can Notis identify which emails are client requests?
Tell Notis what qualifies as a request and provide any client context it needs. It can analyze the incoming message to determine whether it matches.
Can the record include a due date?
Only if the email includes one or you provide a rule for deriving it. Notis cannot infer a reliable deadline that is not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Airtable. A trigger fires from one place; an action lands in another.
Outlook triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Field
Creates a new field within a specified table in an airtable base.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create multiple records
Creates multiple new records in a specified airtable table.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Outlook and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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