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Notis

Keep document context aligned with schedule changes

When the meeting moves or changes scope, update the related compliance document context.

Trigger

Calendar Event Changes

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

Action

Patch Conveyor document

Tool to update document attributes. Use when you need to modify fields of an existing document by its ID.

Why this helps

Calendar changes leave stale dates or descriptions on documents shared with customers.

  • Reduce stale review context
  • Keep schedule changes visible
  • Avoid manual document edits

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Conveyor in Notis once.
  • 2Create an automation named Sync changed review context.
  • 3Tell Notis to find the related Conveyor document and update its attributes from each changed review event.
  • 4Pick Calendar Event Changes as the trigger and choose a report channel.
  • 5Test with one rescheduled review.

Questions about this workflow

What if the related document is unclear?

Notis should report the ambiguity and request identifying context.

Does this edit document content?

It updates document attributes supported by the Conveyor action.

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.

TriggerScheduled

Delete a Conveyor document

Tool to delete a specific document. Use when you need to remove a document by its ID.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete folder

Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.

ActionInstant

New Contact Added

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

TriggerInstant

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.

ActionInstant

Calendar Event Changes

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

TriggerInstant

Get Authorization Request

Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.

ActionInstant

New Calendar Event

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

TriggerInstant

Get Authorization Requests

Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.

ActionInstant

New Outlook Message

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

TriggerInstant

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.

ActionInstant

New Sent Message

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

TriggerInstant

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.

ActionInstant

Get all Conveyor documents

Tool to retrieve all documents. Use after authenticating with a valid API key.

ActionInstant

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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