Turn new Outlook emails into client briefs
Start every client conversation with a ready-to-share brief.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Important details stay buried in email threads, forcing founders to reread messages before every call.
- Reduce rereading and context switching
- Create consistent client summaries
- Prepare teams for faster follow-up
Setup
Build it in a few focused steps.
- 1Connect Outlook and Carbone once in the Notis portal.
- 2Create a new automation and name it for inbound client briefs.
- 3Tell Notis to generate a Carbone brief from each relevant new Outlook message, preserving key facts and open questions.
- 4Pick New Outlook Message as the trigger and choose where run reports should go.
- 5Test with one real client email and review the generated document.
Questions about this workflow
Can the brief include open questions?
Yes. Tell Notis to identify unanswered requests and decisions in the email.
Does this send a reply automatically?
No. This workflow generates a Carbone document for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Carbone. A trigger fires from one place; an action lands in another.
Outlook triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Connect any two apps with Notis in the middle.
Outlook and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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