Verify your Docupilot workspace before acting on new email
Start email driven document work with confidence about which Docupilot account is connected.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
Automations can be hard to trust when a shared or newly connected workspace is not obvious.
- Confirms the connected Docupilot identity
- Adds an audit friendly checkpoint to email workflows
- Helps prevent work in the wrong account
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docupilot once in the Notis portal.
- 2Create an automation that reviews each new message and retrieves the authenticated Docupilot user before proceeding.
- 3Pick the Outlook New Outlook Message trigger.
- 4Choose a report channel for identity results.
- 5Test with one real incoming message.
Questions about this workflow
Does this send or modify the email?
No. It uses the incoming message as a trigger and retrieves Docupilot account information.
Why check the authenticated user?
It confirms the workspace identity before a later document workflow relies on the connection.
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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