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Microsoft Outlook + PandaDoc

Create PandaDoc documents from new Microsoft Outlook calendar events

Stay organized and efficient by seamlessly creating documents for your meetings with this workflow. When a new event starts in Microsoft Outlook, a PandaDoc document will be automatically generated based on the event details. This way, you'll save time and have all the necessary documents ready for your meetings without any manual effort.

Stay organized and efficient by seamlessly creating documents for your meetings with this workflow. When a new event starts in Microsoft Outlook, a PandaDoc document will be automatically generated based on the event details. This way, you'll save time and have all the necessary documents ready for your meetings without any manual effort.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

    TriggerScheduled
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Scheduled
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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