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Review customer email replies alongside job context

Collect customer replies into a short decision review so the next project step is easier to see.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Messages

Lists messages in an inbox.

Why this helps

Customer replies can go unnoticed when project coordination requires switching repeatedly between inboxes and job details.

  • Group relevant replies into a focused review.
  • Summarize decisions or questions evident in the messages.
  • Keep the review read-only so no conversation state changes unexpectedly.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Agent Mail once in the Notis portal.
  • 2Create an automation describing how to identify and summarize relevant replies.
  • 3Choose a recurring schedule as the trigger.
  • 4Choose where the run report should go.
  • 5Test with real customer messages and confirm the summary preserves the intent.

Questions about this workflow

Can it reliably identify every customer reply?

It can only review messages returned using the criteria supported by Agent Mail and supplied for the run. Include the relevant inbox and search details.

Does it respond to a customer?

No. The selected action lists messages and the workflow summarizes them for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Agent mail. A trigger fires from one place; an action lands in another.

Acculynx triggers

Agent mail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Message

Retrieves the full details of an email message from an inbox.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Draft

Create a draft and optionally schedule its automatic delivery.

ActionInstant

List Messages

Lists messages in an inbox.

ActionInstant

Create Inbox

Create an inbox for sending and receiving messages.

ActionInstant

Send Email

Sends an email.

ActionInstant

Create Inbox API Key

Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.

ActionInstant

Delete Thread

Permanently delete a thread and all its messages.

ActionInstant

Get API Key

Retrieve API key details without exposing its secret.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Agent mail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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