Triage client requests from Outlook in Dailybot
Give every client request a visible next step before it slips through.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Send Message
This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.
Why this helps
Requests arrive in the inbox without a shared owner or clear urgency.
- Surface urgent requests quickly
- Create shared accountability
- Reduce repeated inbox checks
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dailybot once in Notis.
- 2Create an automation named Outlook Client Request Triage.
- 3Tell Notis to detect requests, summarize the ask, flag urgency, and send a triage message to Dailybot.
- 4Pick New Outlook Message as the trigger and choose the Dailybot destination.
- 5Test with one real client request.
Questions about this workflow
Can the triage include a proposed owner?
Yes. Ask Notis to suggest an owner based on the message context, while marking the suggestion for review.
Does this change the Outlook email?
No. It creates a Dailybot message and leaves the original email unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Dailybot. A trigger fires from one place; an action lands in another.
Outlook triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
This tool allows you to find and retrieve information about a specific user in dailybot. it uses the provided user uuid to lookup the user and returns detailed information including the user's uuid, full name, image, username, occupation, birth date, chat platform data, and organization details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Find Workflow by Name
This tool allows users to find a specific workflow within dailybot by providing the workflow name. it returns detailed information including the workflow id, workflow name, workflow status, workflow type, created at, and updated at. it is especially useful to locate a workflow before running or modifying it.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get All Users
This tool retrieves a list of all users within the organization from dailybot. it doesn't require any input parameters other than authentication. the returned json contains user details including uuid, active status, full name, and organizational data.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Workflows List
This tool retrieves a list of all workflows that the authenticated user has access to in dailybot. it can be executed independently with only the authentication required, and it supports optional pagination parameters (page, per page) to refine the response.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Give Kudos to Users
This tool allows giving kudos to one or multiple users in dailybot. kudos can be given either on behalf of dailybot or the api key owner.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Send Message
This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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