Start the week knowing which prospects need attention
Have Notis review Woodpecker activity on Monday and prepare a short Outlook draft with likely next priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create email draft
Creates an outlook email draft with subject, body, recipients, and an optional attachment. supports creating drafts as part of existing conversation threads by specifying a conversationid; attachments require a name, mimetype, and content.
Why this helps
A busy Monday makes it easy to spend time deciding where to start instead of starting.
- Make the first outreach decision of the week easier.
- Keep the review concise and available in Outlook.
- Use current campaign activity to guide attention.
Setup
Build it in a few focused steps.
- 1Connect Woodpecker co and Outlook to Notis once in the portal.
- 2Create the automation in the portal or ask Notis in plain language.
- 3Use one instruction asking Notis to review Woodpecker activity every Monday and draft a concise Outlook note with prospects that may need attention first.
- 4Choose a recurring Monday schedule and a report channel.
- 5Test with one Monday review and confirm the draft is useful.
Questions about this workflow
Can I set the review time?
Yes. Choose a time in the recurring schedule that works for your workday.
Will it rank prospects using information it does not have?
Ask Notis to base the recap only on available Woodpecker activity and explain any uncertainty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Woodpecker co to Outlook. A trigger fires from one place; an action lands in another.
Woodpecker co triggers
Outlook actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add mail attachment
Tool to add an attachment to an email message. use when you have a message id and need to attach a small (<3 mb) file or reference.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Create Email Rule
Create email rule filter with conditions and actions
Create mail folder
Tool to create a new mail folder. use when you need to organize email into a new folder.
Create master category
Tool to create a new category in the user's master category list. use after selecting a unique display name.
Delete mail folder
Delete a mail folder from the user's mailbox. use when you need to remove an existing mail folder.
Download Outlook attachment
Downloads a specific file attachment from an email message in a microsoft outlook mailbox; the attachment must contain 'contentbytes' (binary data) and not be a link or embedded item.
Connect any two apps with Notis in the middle.
Woodpecker co and Outlook, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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