Find the right Docupilot workspace for every document request
Incoming requests get routed with context before they become another unread thread.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Why this helps
Document requests are easy to lose when the right client or project folder is unclear.
- Surfaces possible destination folders immediately
- Reduces inbox based triage
- Keeps document requests connected to existing workspaces
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docupilot once in the Notis portal.
- 2Create an automation that reads each document request and lists Docupilot folders for a routing recommendation.
- 3Pick the Outlook New Outlook Message trigger.
- 4Choose a channel for run reports.
- 5Test with one genuine document request.
Questions about this workflow
Does this move the email into Docupilot?
No. It lists folders so Notis can recommend the best destination for the request.
Can it handle different clients?
Yes. Tell Notis how to recognize client or project context in the incoming message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docupilot. A trigger fires from one place; an action lands in another.
Outlook triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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 Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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