Capture support follow-ups in Docsbot
Keep the promise after you hit Send. Capture important support follow-ups as structured Docsbot tickets.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Generate Conversation Ticket
Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.
Why this helps
Important decisions disappear in sent mail and are hard to revisit during support handoffs.
- Preserves decisions from sent messages
- Creates a consistent handoff artifact
- Reduces forgotten follow-up work
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsbot ai once in Notis.
- 2Create an automation that turns each qualifying sent support email into a structured Docsbot conversation ticket.
- 3Pick New Sent Message as the trigger.
- 4Choose a report channel and test with one real follow-up email.
Questions about this workflow
Can I limit this to certain sent emails?
Yes. Describe the qualifying signals, such as a support recipient, subject phrase, or message purpose, in the plain-language instruction.
What should the ticket contain?
Ask Notis to include the recipient, subject, summary, commitments, and next actions present in the sent message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docsbot ai. A trigger fires from one place; an action lands in another.
Outlook triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Tool to create a new bot within a team. use when you have a valid team id and want to provision a new bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Bot
Tool to delete a specific bot by its id. use after confirming the bot id is correct to permanently remove a bot from the system.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Generate Conversation Ticket
Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Bot Details
Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Team Details
Tool to fetch details of a specific team by its id. use when you need full team info including members and settings after confirming the team id.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
List Team Bots
Tool to list all bots for a given team. use after confirming the team id to retrieve all associated bots for that team.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Questions
Tool to list all questions asked of a specific bot. use after confirming the bot's identifier. example: "list questions for bot abc123 with status 'unanswered'."
List Bot Sources
Tool to list all sources for a specific bot. use when you need to retrieve paginated source lists after confirming the bot's identifier.
Connect any two apps with Notis in the middle.
Outlook and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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