Get document context when a new contact is added
Start new relationships with the document history already in view.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Why this helps
New contacts often arrive without the context needed for a useful first conversation.
- Bring prior document context into onboarding
- Reduce repeated research
- Prepare for follow ups faster
Setup
Build it in a few focused steps.
- 1Connect Outlook and Draftable in Notis once.
- 2Create an automation and describe the contact context summary in one instruction.
- 3Pick New Contact Added as the trigger.
- 4Choose where contact reports should go.
- 5Test it with one newly added contact.
Questions about this workflow
What if there are no matching comparisons?
Ask Notis to state clearly that no matching Draftable comparisons were found.
Can it use the contact company?
Yes, if Outlook provides the organization details. You can also include matching rules in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Draftable. A trigger fires from one place; an action lands in another.
Outlook triggers
Draftable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Comparisons
Tool to retrieve a paginated list of document comparisons. use when you need to browse comparisons across pages.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Draftable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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