Connect Outlook to Attio
When something happens in Outlook, Notis takes the next step in Attio. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Outlook to Attio
Log new Outlook lead emails as Attio notes
Turn each promising incoming Outlook email into a concise note on the matching Attio person or company record.
Create Attio people from new Outlook contacts
When a contact is added in Outlook, create a corresponding person record in Attio with the available details.
Refresh Attio records when Outlook contacts change
Use new Outlook contact additions to update the matching Attio person with the latest available relationship details.
Archive sent Outlook follow-ups in Attio
Add a concise note to the matching Attio record whenever you send an important Outlook follow-up.
Create Attio deals from new Outlook meetings
Turn qualifying new Outlook calendar meetings into Attio deal records with a clear title and context.
Record important Outlook calendar changes in Attio
Summarize meaningful meeting changes as notes on the related Attio person, company, or deal.
Find the Attio relationship behind each new Outlook email
Use each new Outlook message to find the right Attio person or company and return a focused relationship snapshot.
Update Attio deals after sending Outlook proposals
When a proposal or commercial follow-up is sent from Outlook, update the matching Attio deal with the latest stage context.
Prepare Attio briefs for new Outlook meetings
Create a pre-meeting note on the relevant Attio record with attendee context, agenda clues, and suggested preparation.
Supported Triggers and Actions
Notis builds workflows that link Outlook to Attio. A trigger fires from one place; an action lands in another.
Outlook triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Outlook and Attio
Connect any two apps with Notis in the middle.
Outlook and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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