Create CSV copies of sent spreadsheets
Give every spreadsheet handoff a portable data format.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Convert Excel to CSV
Tool to convert excel files to csv. use when you have an excel file (local upload or url) and need a csv output. use after uploading or providing file url.
Why this helps
Recipients and internal tools often need CSV even when the original is Excel.
- Offer a universally portable format
- Reduce follow up conversion requests
- Keep outbound data handoffs consistent
Setup
Build it in a few focused steps.
- 1Connect Outlook and Conversion tools in Notis once.
- 2Create an automation named Sent spreadsheet CSV copy.
- 3Tell Notis to convert each sent XLS or XLSX attachment into CSV and report the result.
- 4Pick New Sent Message as the trigger and choose where reports go.
- 5Test by sending one spreadsheet to yourself.
Questions about this workflow
Can this skip internal test emails?
Describe the sender, recipient, or subject conditions Notis should use in the automation prompt.
Does it send the CSV automatically?
This workflow converts and reports the file; sending it requires a separate email action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Conversion tools. A trigger fires from one place; an action lands in another.
Outlook triggers
Conversion tools actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Outlook and Conversion tools, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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