Retrieve meeting prep documents from Outlook
Open the right source document as soon as the meeting is scheduled.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
Why this helps
Meeting preparation starts with searching for documents that the organizer already knows by id.
- Speeds meeting preparation
- Ties documents to the event
- Reduces search effort
Setup
Build it in a few focused steps.
- 1Connect Outlook and Aryn once in Notis.
- 2Create an automation named Meeting prep retrieval.
- 3Tell Notis to read the supplied docset and document ids from the new event, then ask Aryn to retrieve the document.
- 4Pick New Calendar Event as the trigger and choose the report channel.
- 5Test with one meeting event containing the references.
Questions about this workflow
What if the event has no document ids?
The report should identify the missing references for manual preparation.
Can it retrieve several prep documents?
Yes, instruct Notis to process each supplied docset and document id pair.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Aryn. A trigger fires from one place; an action lands in another.
Outlook triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete DocSet
Tool to delete a docset and all its documents. use after confirming the docset id, when you need to permanently remove a docset and its contents.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Get Document Binary
Tool to retrieve the binary content of a document by docset id and document id.
List Async Tasks
Tool to list all outstanding asynchronous tasks for the account. use when you need to check pending or running tasks.
Connect any two apps with Notis in the middle.
Outlook and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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