Build case files from Outlook threads
Keep the latest request, summary, and supporting PDFs in one case file.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
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.
Why this helps
Work gets delayed when evidence and decisions live in separate attachments and threads.
- Combine new summaries with prior PDFs
- Make handoffs easier
- Keep supporting evidence beside the latest request
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docugenerate in Notis once.
- 2Create an automation describing the case file and its PDF sources.
- 3Pick New Outlook Message as the trigger.
- 4Select a report channel and test with one active case email.
Questions about this workflow
Can this append existing PDFs?
Yes, the workflow uses Docugenerate's generate document with merge action.
How should related files be identified?
Tell Notis how to recognize the case using the thread, subject, sender, or identifiers in the email.
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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Webhook trigger
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New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Update Document
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New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Update Template
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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