Assemble a record packet after sending
Capture the complete document trail while the context of your sent message is still fresh.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Merge PDFs
Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
Why this helps
After sending a client update, supporting files often remain scattered across separate PDFs and folders.
- Preserve a complete follow-up packet
- Reduce post-send admin
- Keep supporting records together
Setup
Build it in a few focused steps.
- 1Connect Outlook and Api2pdf in Notis once.
- 2Create an automation for sent-message document packets.
- 3Tell Notis which referenced PDFs to merge and in what order.
- 4Select New Sent Message as the trigger.
- 5Choose a report channel and test with one real sent message.
Questions about this workflow
How are the source PDFs identified?
Use filenames, links, or references included in the sent message and describe the rule in the prompt.
Can this be archive only?
Yes. Ask Notis to create the merged PDF and report its result without sending another message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Api2pdf. A trigger fires from one place; an action lands in another.
Outlook triggers
Api2pdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Header Footer
Tool to add headers and footers to a pdf document. use when you need consistent page numbering, titles, or custom branding on every page.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete PDF
Tool to delete a previously generated pdf. use when you need to immediately remove a pdf by its response id.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Extract PDF Pages
Tool to extract specific pages from a pdf document. use when you need only certain pages from a larger pdf file.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
LibreOffice PDF to HTML
Tool to convert a pdf document to html using libreoffice. use when you need html output of a pdf file (experimental; images may be excluded).
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
LibreOffice Thumbnail
Tool to generate a thumbnail image of a document using libreoffice. use when you need a quick visual preview of a pdf or office file's first page.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Merge PDFs
Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Optimize PDF
Tool to optimize a pdf document to reduce file size while maintaining quality. use when you need to minimize storage or bandwidth for an existing pdf.
Reorder PDF Pages
Tool to reorder pages of a pdf document. use when you need to rearrange pages into a new order by specifying page indices.
Connect any two apps with Notis in the middle.
Outlook and Api2pdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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