Forward Gmail billing documents through Outlook
Move billing documents into the finance workflow without a manual forward. Notis recognizes relevant Gmail messages and sends a clear Outlook email with the available attachment.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Send email
Sends an email with subject, body, recipients, and an optional attachment via microsoft graph api; attachments require a non-empty file with valid name and mimetype.
Why this helps
Invoices and receipts remain in a founder's Gmail inbox while finance waits for the document and approval context.
- Reduces manual invoice forwarding
- Keeps vendor and due-date context with the document
- Separates finance work from personal inbox review
Setup
Build it in a few focused steps.
- 1Connect Gmail and Outlook in the Notis portal.
- 2Create an automation for new Gmail invoices and receipts.
- 3Tell Notis which Outlook recipients should receive the document and what summary to include.
- 4Pick the new-message trigger, select a reporting channel, and test with a non-sensitive sample invoice.
Questions about this workflow
Can the Outlook email include the attachment?
Yes, when Gmail provides an accessible file and it meets the Outlook send-email attachment requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Outlook. A trigger fires from one place; an action lands in another.
Gmail triggers
Outlook actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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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.
Gmail and Outlook, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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