Apply final document names after sending
Close the loop between delivery emails and the files they reference.
Trigger
New Sent Message
Triggered when a new message is sent from 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
Files remain under draft names after they have been sent to clients or partners.
- Keep delivered files accurately labeled
- Improve client and team search
- Reduce post-send cleanup
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docugenerate in Notis once.
- 2Create an automation describing the document ID and approved final name.
- 3Pick New Sent Message as the trigger.
- 4Choose where reports go and test with one sent delivery email.
Questions about this workflow
Can it rename only confirmed documents?
Yes, require the existing document ID and confirmation details in the instruction.
What if the email has several documents?
Describe how to identify the specific document or ask Notis to report ambiguity for review.
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.
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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
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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