Prepare classification options after sending an email
Keep the next document review ready while the conversation is still fresh.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
Why this helps
Teams send a request and then lose time rebuilding the classification context when documents arrive later.
- Preserve context from the sent request
- Create a reusable classification shortlist
- Reduce repeated setup work
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsumo once in the Notis portal.
- 2Create an automation for sent message preparation.
- 3Tell Notis to retrieve Docsumo user document types and summarize options related to each sent request.
- 4Pick New Sent Message as the trigger.
- 5Choose where reports go and test with one real email.
Questions about this workflow
Can this wait for a reply?
This workflow starts on the sent message event. Use a separate New Outlook Message workflow for replies.
Will it classify the future attachment automatically?
It prepares classification options from available user document types; it does not upload or process a future attachment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docsumo. A trigger fires from one place; an action lands in another.
Outlook triggers
Docsumo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Document Types
Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
MCA Analysis
Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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