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Notis

Create project docsets from calendar events

Let the kickoff on your calendar start the project workspace.

Trigger

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

Action

Create DocSet

Tool to create a new docset. use when you need to allocate a storage container before adding documents.

Why this helps

Projects get scheduled before anyone prepares a place for their source documents.

  • Starts project setup from the calendar
  • Creates repeatable workspace structure
  • Cuts pre meeting preparation

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Aryn once in Notis.
  • 2Create an automation named Project docset setup.
  • 3Tell Notis to detect a new kickoff event and ask Aryn to create a docset using the event title and date.
  • 4Pick New Calendar Event as the trigger and choose the report channel.
  • 5Test with one real kickoff event.

Questions about this workflow

Which calendar events should qualify?

Define kickoff or project planning language in the instruction so routine events are ignored.

Does this add files to the docset?

No. This action only creates the storage container.

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.

TriggerScheduled

Create DocSet

Tool to create a new docset. use when you need to allocate a storage container before adding documents.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create DocSet

Tool to create a new docset. use when you need to allocate a storage container before adding documents.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Generate plan

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").

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Get DocSet Metadata

Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

Get Document by ID

Tool to retrieve a document by id. use after both docset and document ids are available.

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Get Document Binary

Tool to retrieve the binary content of a document by docset id and document id.

ActionInstant

List Async Tasks

Tool to list all outstanding asynchronous tasks for the account. use when you need to check pending or running tasks.

ActionInstant

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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