Archive important Outlook emails as PDFs
Keep the full message and supporting files together in one durable record.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Why this helps
Critical emails and attachments are scattered across threads and folders.
- Preserve the email and attachments together
- Create a shareable record for clients or advisors
- Reduce manual downloading and filing
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docugenerate in Notis once.
- 2Create an automation describing which emails should become PDF records.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel and test with one message that includes an attachment.
Questions about this workflow
Can the PDF include email attachments?
Yes, use the Docugenerate action that generates a document with embedded attachments.
Can I limit this to certain senders?
Yes, state the sender, subject pattern, or business condition in the automation prompt.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
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
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
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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