Find team documents from email requests
Answer internal contract lookups without switching between inboxes and dashboards.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
List Team Documents
Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.
Why this helps
Team requests for document history create interruption-heavy searches and delayed replies.
- Speed up internal requests
- Search shared records consistently
- Reduce interruptions
Setup
Build it in a few focused steps.
- 1Connect Outlook and BoldSign once in Notis.
- 2Create an automation and describe how to identify lookup requests and summarize matching team documents.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports go.
- 5Test with one real team request.
Questions about this workflow
Can the requester receive the result?
Have Notis post the summary to your chosen report channel or prepare a reply draft.
Can it filter by date or status?
Yes, include those criteria in the plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Boldsign. A trigger fires from one place; an action lands in another.
Outlook triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Outlook and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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