Send monthly customer check-ins
Stay close to customers with a simple recurring touchpoint.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Email
Send an email using agentmail api
Why this helps
Customer relationships cool when check-ins depend on spare time.
- Creates consistent customer contact
- Encourages useful feedback
- Reduces outreach planning
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Agent mail once in Notis.
- 2Create an automation and describe the customer check-in outcome.
- 3Pick the recurring schedule trigger and choose where run reports go.
- 4Test with one real customer check-in.
Questions about this workflow
Can the check-in use supplied customer context?
Yes. Include the relevant context in the automation request.
Does it send the message automatically?
Yes. Agent mail Send Email sends the check-in.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Agent mail. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
Send Email
Send an email using agentmail api
Connect any two apps with Notis in the middle.
0CodeKit and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Agent mail.