Start document automation when a meeting is booked
A scheduled meeting can start the document work it will require. Let Notis prepare the Docsautomator automation ahead of time.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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
Meeting follow-up documents are often created after the meeting, when context and attention are already gone.
- Prepare documents before meetings
- Turn calendar context into action
- Reduce post-meeting backlog
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsautomator once in the Notis portal.
- 2Create an automation and describe which new meeting details should be used to create a Docsautomator automation.
- 3Pick New Calendar Event as the trigger.
- 4Choose where Notis run reports should go.
- 5Test with one real meeting event.
Questions about this workflow
What if only some meetings need document automation?
Tell Notis the meeting clues that indicate a document workflow, such as a client onboarding or contract review.
Can the automation be created without a template?
Yes. Docsautomator supports creating an automation with a data source and an optional Google Doc template.
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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