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Notis

Create hosted documents from sent Outlook updates

Give recurring updates a stable document format and hosted result.

Trigger

New Sent Message

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

Action

Create Hosted Async Document

Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.

Why this helps

Outbound updates are hard to reuse when they only live in email threads.

  • Creates a stable hosted result
  • Makes updates reusable
  • Reduces manual formatting

Setup

Build it in a few focused steps.

  • 1Connect Outlook and DocRaptor once in the Notis portal.
  • 2Create an automation for hosted sent message documents.
  • 3Describe how Notis should format each sent update as HTML and create a hosted PDF or XLSX.
  • 4Pick New Sent Message as the trigger.
  • 5Choose a report channel and test with one real update.

Questions about this workflow

What does hosted creation provide?

It creates a hosted document asynchronously so the result can be tracked through the status flow.

Can I request XLSX instead of PDF?

Yes. Specify XLSX in the automation prompt when the content is tabular.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook triggers

DocRaptor actions

Recurring trigger

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

TriggerScheduled

Create Async Document

Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document

Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.

ActionInstant

New Contact Added

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

TriggerInstant

Create Document from Referrer

Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.

ActionInstant

Calendar Event Changes

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

TriggerInstant

Create Hosted Async Document

Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.

ActionInstant

New Calendar Event

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

TriggerInstant

Download Async Document

Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.

ActionInstant

New Outlook Message

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

TriggerInstant

Get Async Document Status

Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.

ActionInstant

New Sent Message

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

TriggerInstant

List Documents (JSON)

Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.

ActionInstant

List Documents (XML)

Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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