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Notis

Turn email feedback into template updates

Convert clear feedback into a better reusable document format.

Trigger

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

Action

Update Template

Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.

Why this helps

Useful feedback stays trapped in email and never reaches the template.

  • Capture approved improvements quickly
  • Reduce repeated formatting issues
  • Keep templates useful over time

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Docugenerate in Notis once.
  • 2Create an automation describing the confirmed template and approved feedback.
  • 3Pick New Outlook Message as the trigger.
  • 4Choose where run reports go and test with one feedback email.

Questions about this workflow

Can it distinguish suggestions from approvals?

Yes, instruct Notis to update only when the email clearly approves the change.

What must be confirmed first?

Confirm the Docugenerate template ID and the exact desired input before enabling updates.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Docugenerate. A trigger fires from one place; an action lands in another.

Outlook triggers

Docugenerate actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Generate documents from template

Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Generate documents as ZIP

Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

Generate document with attachments

Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

Generate document with merge

Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Update Document

Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

Get or list templates

Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

Update Template

Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.

ActionInstant

Connect any two apps with Notis in the middle.

Outlook and Docugenerate, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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