Create client briefing docs from Outlook events
Arrive at important conversations with a prepared, searchable brief.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Create doc
Creates a new coda doc, optionally copying an existing doc. note that creating a doc requires you to be a doc maker in the applicable workspace (or be auto-promoted to one).
Why this helps
Client context is spread across old emails, notes, and calendar invites.
- Centralize preparation
- Reduce last minute research
- Preserve relationship context
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coda in Notis once.
- 2Create an automation named Client event briefing doc.
- 3Tell Notis to create a Coda doc for qualifying client or partner events with attendees, agenda, and preparation questions.
- 4Pick New Calendar Event as the trigger.
- 5Choose a report channel and test with one real event.
Questions about this workflow
How do I define a client event?
Specify attendee domains, calendar categories, or phrases in the event title.
Can it add private notes?
Only include information you explicitly ask Notis to capture and that the connected apps provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Coda. A trigger fires from one place; an action lands in another.
Outlook triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Add a publishing category for a given pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add a permission for pack
Create or modify user, workspace, or global permissions for a given pack.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Add custom domain
Add a custom domain to a published doc.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Add permission
Adds a new permission to the doc.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Begin content export
Initiate an export of content for the given page.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Content export status
Check the status of a page content export
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Connect any two apps with Notis in the middle.
Outlook and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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