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Notis

Add approved Outlook attachments to the Convolo knowledge bank

Put the right source material where the character can use it in future conversations.

Trigger

New Outlook Message

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

Action

Upload Knowledge Bank File

Tool to upload a knowledge bank file. Use when you have a file ready to add to Convolo AI's knowledge bank (Enterprise plan only).

Why this helps

Useful documents arrive by email but never make it into the character's knowledge base.

  • Reduce manual document uploads
  • Keep source material close to arrival
  • Improve grounded responses

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Convolo ai once in Notis.
  • 2Create an automation and describe which attachments are approved knowledge sources.
  • 3Tell Notis to inspect the new message, upload only an eligible file to the intended knowledge bank, and report plan or file limitations.
  • 4Pick New Outlook Message as the trigger.
  • 5Choose a report channel, then test with one approved attachment.

Questions about this workflow

Is this available on every Convolo plan?

The knowledge bank upload action is for Enterprise plans, so Notis should report when the plan is unsupported.

Will every attachment be uploaded?

No. Define approved file types, senders, or subjects in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook triggers

Convolo ai actions

Recurring trigger

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

TriggerScheduled

Create Character

Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.

ActionInstant

Webhook trigger

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

TriggerInstant

Define or Update Character Actions

Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.

ActionInstant

New Contact Added

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

TriggerInstant

Evaluate Character Performance

Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.

ActionInstant

Calendar Event Changes

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

TriggerInstant

Generate Starter Conversation

Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.

ActionInstant

New Calendar Event

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

TriggerInstant

Get Character Response

Tool to generate a response from a ConvAI character based on text or audio input. Use when needing a text or voice reply in an ongoing session.

ActionInstant

New Outlook Message

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

TriggerInstant

List Voices

Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.

ActionInstant

New Sent Message

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

TriggerInstant

Set Core AI Settings

Tool to set core AI settings for a character. Use after confirming character existence.

ActionInstant

Update Character Backstory

Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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