Send client emails with the right Dotsimple context ready
Keep performance context available after every client update or campaign recap.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
List Reports
Tool to list all account-level reports. use when you need to fetch aggregated account metrics chronologically after authentication.
Why this helps
Follow-ups get delayed because the latest metrics are scattered across dashboards.
- Speeds up follow-up
- Improves client context
- Reduces dashboard hunting
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dotsimple once.
- 2Create an automation that retrieves relevant Dotsimple reports after each sent client email and summarizes follow-up points.
- 3Choose New Sent Message as the trigger.
- 4Select the report destination.
- 5Test with one real sent update.
Questions about this workflow
Can it distinguish client emails?
Include client or campaign cues in the automation instruction so Notis can focus on relevant messages.
Does it send a second email?
No. It prepares a report in your selected Notis channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Dotsimple. A trigger fires from one place; an action lands in another.
Outlook triggers
Dotsimple actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Tag
Tool to create a new tag in dotsimple. use when you need to categorize content with custom tags. example: create a tag named "news" with color "#38bdf8".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Media Files
Tool to delete multiple media files in the workspace. use after confirming unwanted files. call this when you have a list of media ids to remove. returns success status.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Tag
Tool to delete a tag by its uuid. use when you need to remove a specific tag; ensure the uuid is correct before invoking.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Media File
Tool to retrieve details of a specific media file. use when you have the mediafileid and need its metadata.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Tag by UUID
Tool to retrieve details for a specific tag by uuid. use when you need full tag information after obtaining its identifier.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
List Accounts
Tool to list all connected social media accounts in the workspace. use when you need to retrieve available accounts before posting or scheduling content.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
List Autoresponders
Tool to list all autoresponders. use when you need to browse through your autoresponder setup.
List Media Files
Tool to list all media files with optional pagination. use when you need to retrieve or browse uploaded media files page by page.
Connect any two apps with Notis in the middle.
Outlook and Dotsimple, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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