Prepare a Conveyor workspace when a review is scheduled
Give every scheduled security review a ready place for its documents.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Create new folder
Tool to create a new folder in Conveyor Exchange. Use when you need to organize items into folders programmatically after obtaining an API key.
Why this helps
Meeting preparation starts in the calendar, but the document workspace is created later or forgotten.
- Start preparation earlier
- Keep review materials organized
- Reduce setup tasks before meetings
Setup
Build it in a few focused steps.
- 1Connect Outlook and Conveyor in Notis once.
- 2Create an automation named Create a review folder.
- 3Tell Notis to create a Conveyor folder named from each new security review event.
- 4Pick New Calendar Event as the trigger and choose a report channel.
- 5Test with one upcoming review event.
Questions about this workflow
Which calendar events should create folders?
Describe the review terms Notis should recognize in the automation instruction.
Can it upload documents too?
This workflow creates the folder; a separate upload workflow can add a local document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Conveyor. A trigger fires from one place; an action lands in another.
Outlook triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Tool to delete a specific document. Use when you need to remove a document by its ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Generate/Validate API Token Guidance
Tool to validate API token and provide guidance. Conveyor does not support API-based token creation; tokens must be created in the Conveyor UI. This action performs a real API call (using the provided metadata) to validate the existing API token and returns structured guidance.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get all authorization requests
Tool to retrieve all authorization requests. Use when you need to list all authorizations; optionally filter by status. Use after authenticating with a valid API token.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Get all Conveyor connections
Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.
Get all Conveyor documents
Tool to retrieve all documents. Use after authenticating with a valid API key.
Connect any two apps with Notis in the middle.
Outlook and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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