Attach emailed documents to purchase orders
Put the file where the work happens. Notis identifies the PO and attaches the relevant email document in Coupa.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Add File Attachment to Purchase Order
Tool to add a file attachment to an existing purchase order. Use when you need to upload and attach files (documents, images, PDFs, etc.) to purchase orders in Coupa.
Why this helps
PO documents remain buried in email attachments, slowing reviews and handoffs.
- Centralizes PO documentation
- Cuts download and upload steps
- Improves handoff visibility
Setup
Build it in a few focused steps.
- 1Connect Outlook and Coupa in Notis once.
- 2Create an automation named Email document to PO.
- 3Tell Notis to identify the matching purchase order and attach relevant files from each incoming message, while reporting unsupported or ambiguous files.
- 4Pick New Outlook Message as the trigger and choose a report channel.
- 5Test with one real PO email containing an attachment.
Questions about this workflow
Can it attach every file in an email?
Tell Notis which file types and relevance rules to use, and have it report excluded files.
What if multiple POs are mentioned?
Require a confident match or send the message for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Coupa. A trigger fires from one place; an action lands in another.
Outlook triggers
Coupa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Get Account Type
Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.
Connect any two apps with Notis in the middle.
Outlook and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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