Archive sent approval emails
Preserve the decision, context, and supporting files in one audit friendly PDF.
Trigger
New Sent Message
Triggered when a new message is sent from 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
Approval decisions are difficult to retrieve when they remain buried in email threads.
- Preserve decisions and evidence together
- Make later reviews faster
- Create a consistent archive
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docugenerate in Notis once.
- 2Create an automation describing which approval emails become records.
- 3Pick New Sent Message as the trigger.
- 4Choose a report channel and test with one approval email and attachment.
Questions about this workflow
Can this include the sent email attachments?
Yes, use the Docugenerate attachment action to embed supporting files.
How do I identify approval emails?
Describe the subject terms, recipients, or wording that indicate an approval decision.
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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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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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