Review Attio deals after important Outlook sends
Turn a sent message into a quick pipeline check while the context is fresh.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
List Records
This tool lists records from a specific object type in attio. it provides simple pagination support and returns records in the order they were created. for complex filtering, use the findrecord action instead. standard object types include: people, companies, deals, users, workspaces. if you get a 404 error, verify the object type exists using the list objects action first.
Why this helps
Sending an email feels like completion even when related deal work still needs attention.
- Creates a natural review point
- Keeps related opportunities visible
- Reduces forgotten next steps
Setup
Build it in a few focused steps.
- 1Connect Outlook and Attio in the Notis portal.
- 2Create a new automation named Review deals after important sends.
- 3Tell Notis to identify significant sent messages and list the relevant Attio deals with their current context and open follow-up.
- 4Choose New Sent Message as the trigger and select a report channel.
- 5Test with one sent message tied to an active opportunity.
Questions about this workflow
What counts as a significant send?
Ask Notis to focus on proposals, decisions, commitments, and messages with explicit next steps.
Can it review all deals?
The workflow should request only deals relevant to the sent message to keep the report focused.
When this happens · Trigger
Do this · Action
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).
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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