Skip to content
Notis

Find the right Documint template for every new meeting

A new meeting gets a useful starting point. Notis reviews your Documint templates and surfaces options that fit the event.

Trigger

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

Action

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

Why this helps

Starting meeting preparation from a blank page creates avoidable friction and delays.

  • Start preparation from proven templates
  • Reduce blank-page work
  • Make meeting setup more consistent

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Documint in Notis once.
  • 2Create an automation named New meeting template discovery.
  • 3Tell Notis to review each new meeting and list Documint templates suited to its purpose and agenda.
  • 4Pick New Calendar Event as the trigger and choose where run reports go.
  • 5Test with one real meeting invitation.

Questions about this workflow

Can it recommend a template from the meeting title?

Yes, when the title and available event context make the purpose clear.

Does it edit the calendar event?

No. It reports matching Documint templates.

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.

TriggerScheduled

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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

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.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.