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Prepare introductions from new contact context

Know the relevant role and tone before your first follow-up with a new contact.

Trigger

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

Action

Get Public Character By ID

Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.

Why this helps

New relationships often require quick preparation that gets deferred or skipped.

  • Prepare faster for first follow-ups
  • Keep introductions relevant
  • Reduce social and operational friction

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Chatfai once in Notis
  • 2Create an automation that retrieves the public character ID in each new contact record and drafts an introduction brief
  • 3Pick New Contact Added as the trigger
  • 4Choose where run reports should go
  • 5Test with one new contact containing a character ID

Questions about this workflow

Can it send the introduction for me?

No. It prepares the brief; sending remains under your control.

Can I include my preferred tone?

Yes. Add the tone guidance to the plain language automation prompt.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Chatfai. A trigger fires from one place; an action lands in another.

Outlook triggers

Chatfai actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Public Character By ID

Tool to retrieve a public character by its id. use when you need to fetch details of a single public character by providing its unique id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Connect any two apps with Notis in the middle.

Outlook and Chatfai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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