Create partner docsets from new contacts
Give promising partner relationships a workspace from day one.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Why this helps
Partner information starts in contacts and email before a shared document home exists.
- Creates a consistent partner workspace
- Reduces relationship setup friction
- Keeps early materials organized
Setup
Build it in a few focused steps.
- 1Connect Outlook and Aryn once in Notis.
- 2Create an automation named Partner docset creation.
- 3Tell Notis to qualify new contacts with partnership context and ask Aryn to create a docset named for the partner.
- 4Pick New Contact Added as the trigger and choose the report channel.
- 5Test with one real partner contact.
Questions about this workflow
Will every contact create a docset?
No. Tell Notis to qualify only contacts that represent a partner relationship.
Can it use the contact organization?
Yes, if that information is present in the contact record.
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.
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").
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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