Create a Docsautomator automation from every client document request
Stop turning email requests into setup chores. Let Notis create the Docsautomator automation while the request is still fresh.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
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.
Why this helps
Document requests buried in a busy inbox become delayed setup work and missed follow-ups.
- Capture document requests immediately
- Reduce inbox to setup context switching
- Keep new automation work visible
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsautomator once in the Notis portal.
- 2Create an automation and describe that a new client document request should create a Docsautomator automation with the relevant request context.
- 3Pick New Outlook Message as the trigger.
- 4Choose where Notis run reports should go.
- 5Test with one real client request email.
Questions about this workflow
Can Notis understand the request in the email?
Yes. Your instruction can ask Notis to summarize the request and use that context when creating the Docsautomator automation.
Do I need to map email fields?
No. Notis uses a plain language instruction instead of a field mapping screen.
When this happens · Trigger
Do this · Action
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.
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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