Upload a proposal file after sending the email
Keep the proposal file ready for the next browser step.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Upload File
Tool to upload a file to a browser session as an agent resource. use after starting or referencing a session when you need to provide file inputs (single files or zip archives) for web forms or ai-driven tasks.
Why this helps
Proposal follow-up stalls when the attachment must be found again before portal work can begin.
- Reduces attachment hunting
- Prepares portal workflows faster
- Connects communication to execution
Setup
Build it in a few focused steps.
- 1Connect Outlook and Anchor browser in Notis.
- 2Create an automation for proposal file handoff.
- 3Tell Notis which sent-message attachment to upload and where it should be available.
- 4Select New Sent Message as the trigger and choose a report destination.
- 5Test with one proposal email and a sample file.
Questions about this workflow
Which attachment is uploaded?
Tell Notis to use the proposal or quote attachment and describe how to distinguish it from other files.
Can this upload to a new session?
The Upload File action requires a browser session reference, so provide the session context in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Anchor browser. A trigger fires from one place; an action lands in another.
Outlook triggers
Anchor browser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Profile
Tool to create a new browser profile from an active session. use after ending a session to persist cookies and cache.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Profile
Tool to delete a browser profile by id. use after confirming the profile exists.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
End All Sessions
Tool to end all active browser sessions. use after confirming a security concern when you need to immediately close every session for the authenticated user.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
End Browser Session
Tool to end a specific browser session by id. use after confirming the session id you want to terminate.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Profile
Tool to fetch details for a specific browser profile by id. use after you know the profile id and need its settings and session information.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Webpage Content
Tool to retrieve rendered content of a webpage in html or markdown format. use when you need to fetch a page’s full content, optionally within an existing browser session.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Agent Resources
Tool to list agent resources (files) for a given session. use after establishing a browser session to retrieve agent-uploaded files.
List All Sessions Status
Tool to list the status of all active browser sessions. use after authenticating when you need to retrieve an up-to-date overview of all sessions.
Connect any two apps with Notis in the middle.
Outlook and Anchor browser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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