Check Documint documents when a meeting is booked
A new meeting should not mean a new scramble. Notis lists your Documint documents so you can spot missing preparation materials early.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Meeting preparation gets dropped when calendar events are created without a quick materials check.
- Catch missing meeting documents early
- Make preparation more repeatable
- Keep materials visible without extra searching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Documint in Notis once.
- 2Create an automation named Calendar event document audit.
- 3Tell Notis to review each new calendar event and list Documint documents that appear relevant to the meeting.
- 4Pick New Calendar Event as the trigger and choose where run reports go.
- 5Test with one real meeting on your calendar.
Questions about this workflow
Can it know which documents are relevant?
Notis can use the event title, description, and available document information, but ambiguous matches may need your guidance.
Does it create meeting materials?
No. This workflow audits the documents currently listed in Documint.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Documint. A trigger fires from one place; an action lands in another.
Outlook triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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