Find existing Documint documents before answering urgent email
Respond faster by checking what already exists. Notis reviews incoming Outlook requests against your Documint document inventory.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Urgent requests trigger rushed document creation when an existing deliverable may already be available.
- Reuse existing work sooner
- Shorten response time
- Avoid unnecessary duplicate documents
Setup
Build it in a few focused steps.
- 1Connect Outlook and Documint in Notis once.
- 2Create an automation named Inbox document inventory check.
- 3Tell Notis to identify urgent requests in new messages and list Documint documents that could answer or support them.
- 4Pick New Outlook Message as the trigger and choose where run reports go.
- 5Test with one real urgent request.
Questions about this workflow
How does Notis decide what is urgent?
It can use wording and context in the Outlook message, based on the instruction you provide.
Will it send a reply?
No. It lists potentially useful documents so you can choose the response.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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