Verify the CustomGPT account for each new contact
Start new relationship work with the right authenticated account.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Get Current User Profile
Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
Why this helps
Account confusion can lead to work being prepared in the wrong CustomGPT workspace.
- Confirm the active identity
- Reduce workspace mix ups
- Create an auditable onboarding step
Setup
Build it in a few focused steps.
- 1Connect Outlook and Customgpt in Notis once.
- 2Create an automation named Contact account verification.
- 3Tell Notis to retrieve the current CustomGPT profile and summarize whether it matches the account context for the new contact.
- 4Pick New Contact Added as the trigger.
- 5Choose a report channel and test with one real contact.
Questions about this workflow
Does this contact the person?
No. It only retrieves the connected CustomGPT profile.
What if account context is missing?
Notis can flag the missing context for manual confirmation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Customgpt. A trigger fires from one place; an action lands in another.
Outlook triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Tool to delete a CustomGPT project by ID. Use when you need to permanently remove an existing agent after confirming the ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete CustomGPT Project License
Tool to delete a CustomGPT project license by ID. Use after confirming both projectId and licenseId; this permanently removes the license.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get Project License
Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Project Settings
Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Usage Limits
Tool to get user's agents, words, and queries usage limits. Use when you need to check current account quotas after authentication.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Current User Profile
Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Conversation Messages
Tool to list messages in a conversation. Use when you need to retrieve the full chat history after starting a conversation session.
List CustomGPT Project Licenses
Tool to list all licenses for a CustomGPT project. Use when you have a project ID and want to fetch its license entries.
Connect any two apps with Notis in the middle.
Outlook and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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