Rename documents from incoming requests
Keep generated files easy to find with names that reflect the latest request.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Why this helps
Generated documents become difficult to locate when filenames do not match the final client or project name.
- Improve document searchability
- Apply consistent naming rules
- Reduce manual metadata edits
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docugenerate in Notis once.
- 2Create an automation describing the confirmed document and desired new name.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel and test with an email containing the final naming details.
Questions about this workflow
Does this require a document ID?
Yes, the automation must identify and confirm the existing Docugenerate document before updating it.
Can the name come from the email?
Yes, ask Notis to extract the approved project or client name from the message.
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.
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New Calendar Event
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Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
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Triggered when a new message is received in the Outlook mailbox.
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Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
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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