Make operations handoffs from WhatsApp easier
Give the next person a short handoff that captures the tasks and blockers already discussed in chat.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Email
Send an email using agentmail api
Why this helps
Operational handoffs lose momentum when tasks and blockers are buried in a long conversation.
- Bring tasks and blockers into one handoff email.
- Include owners only when the conversation states them.
- Help the next person resume work with less backtracking.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Agent mail once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3In one instruction, ask Notis to email an operations handoff from the webhook chat, including stated tasks and blockers.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real example by sending an operations conversation to the webhook.
Questions about this workflow
Can it assign tasks to people?
It can report owners named in the supplied chat. It should leave an owner unstated when the conversation does not name one.
Can it track task completion?
No completion history is available through this workflow's listed actions. The email is a handoff based on the supplied conversation.
What makes this different from a general chat summary?
It focuses on tasks, owners, and blockers needed for an operational handoff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Agent mail. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agent mail.