Check Documint documents after you send an Outlook email
Close the loop after sending. Notis checks your Documint document list against the message you just sent.
Trigger
New Sent Message
Triggered when a new message is sent from 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
Promised documents and follow-ups are easy to lose after an email leaves the outbox.
- Keep promises visible after sending
- Reduce forgotten document follow-ups
- Create a lightweight delivery check
Setup
Build it in a few focused steps.
- 1Connect Outlook and Documint in Notis once.
- 2Create an automation named Sent email document record check.
- 3Tell Notis to review each sent message and list Documint documents related to promised deliverables or follow-up actions.
- 4Pick New Sent Message as the trigger and choose where run reports go.
- 5Test with one real sent email that mentions a document.
Questions about this workflow
Does it inspect attachments in the sent email?
It can use the information exposed by the Outlook event and connected permissions, while document matching may need clear email wording.
Can it send a reminder to the recipient?
This workflow only lists related Documint documents and reports what it finds.
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
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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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