Assign preparation work when meetings are booked
Give the right person a clear next step as soon as the meeting exists.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Assign task
Assigns a task to a user. a task can be assigned to more than one user by creating multiple assignments.
Why this helps
Meeting preparation depends on memory because no task is assigned when the event is created.
- Clarify ownership early
- Reduce meeting preparation gaps
- Keep work attached to files
Setup
Build it in a few focused steps.
- 1Connect Outlook and Box in Notis once.
- 2Create an automation named Meeting prep assignment.
- 3Tell Notis to create a preparation task on the matching Box file and assign it to the responsible user named in the event or instruction.
- 4Pick New Calendar Event as the trigger and choose a report channel.
- 5Test with one real meeting.
Questions about this workflow
What if no assignee is stated?
Ask Notis to create the task unassigned and report it for review.
Can it create several preparation tasks?
Yes. Specify the distinct tasks and assignees in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Box. A trigger fires from one place; an action lands in another.
Outlook triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Add or update user avatar
Adds or updates a user avatar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Add shared link to file
Adds a shared link to a file.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Add shared link to folder
Adds a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Outlook and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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