Start your deal review with follow-ups already drafted
Turn a scheduled CRM review into a short list of ready-to-review follow-up drafts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
A regular deal review can become another round of hunting through records and composing the same kinds of follow-ups.
- Prepare follow-up drafts as part of a recurring review
- Surface only deals that appear to need an email
- Leave every message for review before it is sent
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Agent Mail once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis to create one from any channel.
- 3Describe which available deal details should count as needing follow-up and ask Notis to create a draft for each qualifying deal.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real deal and review the draft and the run report.
Questions about this workflow
Can Notis know which deals are overdue?
Only if the connected data provides a due date or you define a usable rule in the prompt. Otherwise, supply the criteria or treat the review as a general scan.
Will this send any messages?
No. It creates drafts for your review.
How often does it run?
Choose the recurring schedule when setting up the Notis automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Agent mail. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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