Turn document requests in Outlook into a Documint template shortlist
Stop hunting through templates after an email request. Notis reviews your Documint template catalog and reports the best matches.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Document requests arrive in email, but finding the right template creates another context switch.
- Find relevant templates faster
- Reduce manual template browsing
- Keep document requests moving from the inbox
Setup
Build it in a few focused steps.
- 1Connect Outlook and Documint in Notis once.
- 2Create an automation named Inbox to template catalog.
- 3Tell Notis to inspect each new email for a document request, list relevant Documint templates, and explain the best match.
- 4Pick New Outlook Message as the trigger and choose where run reports go.
- 5Test with one real document request email.
Questions about this workflow
Will this create a document automatically?
No. It lists and evaluates existing Documint templates so you can choose the right next step.
Can Notis read the full email?
It can use the content available from the Outlook event and connected account permissions.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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