Turn Outlook emails into client briefs
Give every important client message a clear, reusable brief before it gets buried.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
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.
Why this helps
Important requests arrive in long threads and are easy to miss or misunderstand.
- Capture the request and context in one document
- Reduce rereading and manual summarizing
- Create a consistent brief for follow-up
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docugenerate in Notis once.
- 2Create an automation and describe the client brief outcome in one instruction.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports should go and test with one real email.
Questions about this workflow
Can this process every email?
Tell Notis to process only messages that match your stated criteria, such as client requests or specific senders.
What does Docugenerate need?
Use an existing Docugenerate template and provide its template details in the instruction.
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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No card. Works with personal or business Docugenerate.