Make prospect cleanup a short monthly review
Use a monthly check to gather Woodpecker conversations that need a decision into one Outlook draft.
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
Old prospect records can accumulate until deciding what to do feels like a large cleanup project.
- Turn a large cleanup into a recurring small review.
- See unresolved conversations together.
- Make explicit keep, follow up, or close decisions.
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 to set it up.
- 3Give one instruction asking Notis to review Woodpecker prospects monthly and draft an Outlook note listing records that appear to need a follow-up or disposition decision.
- 4Choose a monthly recurring schedule and a report channel.
- 5Test with one run and confirm that the note uses relevant current activity.
Questions about this workflow
Will this delete or archive prospects?
No. The workflow creates a review draft; you decide what changes to make.
Can it include reasons?
Ask Notis to include the activity or missing next step that led each prospect to be listed.
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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Tool to create a new calendar in the signed-in user's mailbox. use when organizing events into a separate calendar.
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Tool to create a new contact folder in the user's mailbox. use when needing to organize contacts into custom folders.
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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