Get a useful brief for every new Outlook contact
Capture the context you need to build a thoughtful relationship from the start.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Why this helps
New contacts enter your address book without enough context to remember why they matter or what to do next.
- Remember why a contact matters
- Prepare a relevant first step
- Reduce manual note taking
Setup
Build it in a few focused steps.
- 1Connect Outlook and Chatbotkit in Notis once.
- 2Create an automation named New contact briefing.
- 3Tell Notis to start a Chatbotkit conversation with the contact details and produce a context summary, open questions, and suggested next step.
- 4Pick New Contact Added as the trigger and choose a report channel.
- 5Test with one newly added contact.
Questions about this workflow
Does it research the contact externally?
No. It uses the contact information available through Outlook unless you provide more context.
Can I add my relationship goals?
Yes. Include your preferred networking or sales context in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Chatbotkit. A trigger fires from one place; an action lands in another.
Outlook triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Integration
Tool to create a new integration. use when you need to set up a support channel integration for a bot after collecting the integration details.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Skillset
Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
List Bots
Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
List conversation messages
Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Datasets
Tool to list datasets. use when you need to browse or paginate through available datasets.
List Integrations
Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.
Connect any two apps with Notis in the middle.
Outlook and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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