Connect Outlook to Docsautomator
When something happens in Outlook, Notis takes the next step in Docsautomator. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Outlook to Docsautomator
Turn a client email into a document automation
Create a Docsautomator automation when a new Outlook message contains a clear document request.
Update a document automation from an email change request
Apply a clear template or settings change from a new Outlook message to the matching Docsautomator automation.
Prepare a document automation for every new meeting
Create a Docsautomator automation when a new Outlook calendar event signals an upcoming document workflow.
Keep document automations aligned with calendar changes
Update a Docsautomator automation when an Outlook event changes and affects timing or document settings.
Give every new contact a ready document workflow copy
Duplicate a Docsautomator automation when a new Outlook contact enters a repeatable client process.
Check document automation details after sending
Retrieve Docsautomator automation details after a sent Outlook message confirms a document workflow step.
Test document delivery after a client email
Send a Docsautomator test email when a sent Outlook message indicates a document delivery workflow is ready for verification.
List document automations related to an inbox request
List Docsautomator automations when a new Outlook message asks what document workflows already exist.
Check document generation capacity before a meeting
Retrieve Docsautomator queue statistics when a new Outlook event signals an upcoming document-heavy session.
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docsautomator. A trigger fires from one place; an action lands in another.
Outlook triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Outlook and Docsautomator
Connect any two apps with Notis in the middle.
Outlook and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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