Review vendor emails for job-document follow-up
Spend less time scanning vendor conversations by reviewing the messages connected to the job criteria you provide.
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
Document coordination can become a repeated inbox search across vendors and jobs, making it easy to miss an open request.
- Bring relevant vendor messages into a single review.
- Summarize document requests and replies in plain language.
- Keep follow-up decisions visible without changing inbox state.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Agent Mail once in the Notis portal.
- 2Create an automation describing the vendor and job criteria to review.
- 3Choose a recurring schedule for the review.
- 4Choose where to receive run reports.
- 5Test with a real set of vendor messages and confirm the summary distinguishes requests from completed items.
Questions about this workflow
Will this know whether a requested document was uploaded to AccuLynx?
Only if that status is included in the information available to the run. Agent Mail message listing does not provide AccuLynx document status.
Does it mark messages as handled?
No. The workflow lists and summarizes messages without modifying them.
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.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
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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No card. Works with personal or business Agent mail.