Give every sent contract follow-up a Docupilot home
Once the message is sent, the follow-up record is already waiting where you need it.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Why this helps
Sent agreements and follow-up materials disappear into email threads without a dedicated document workspace.
- Creates a post-send workspace for contract follow-up
- Keeps sent agreement context easy to retrieve
- Reduces forgotten document organization
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docupilot once in the Notis portal.
- 2Create an automation that identifies contract related sent messages and creates a named Docupilot folder for follow-up.
- 3Pick the Outlook New Sent Message trigger.
- 4Choose where run reports should go.
- 5Test with one real sent contract message.
Questions about this workflow
Can Notis decide which sent messages are contract related?
Yes. Describe the signs of a contract message in the automation prompt for Notis to analyze.
What does Docupilot create here?
The selected action creates a folder for the follow-up record.
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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