Start the week with follow-up drafts ready to review
Turn campaign context into a small set of unsent drafts, so the owner can review and decide what to send.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email
Why this helps
Writing every follow-up from scratch adds friction and makes it easier to postpone outreach that needs a human decision.
- Create a reviewable starting point from campaign details.
- Keep every email unsent until a person approves it.
- Limit drafts to leads that meet your stated criteria.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Close once in the Notis portal.
- 2Create an automation and describe which campaign activity warrants a follow-up draft.
- 3Tell Notis to find the matching Close lead and create an unsent email activity using supported context only.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real eligible lead and review the draft before the next scheduled run.
Questions about this workflow
Does the scheduled workflow send the drafts?
No. Tell Notis to create an unsent draft for human review. Do not use a send-capable mode for this workflow.
What if campaign context is incomplete?
Have Notis leave out unsupported claims and report the missing information so the owner can decide what to add.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Close. A trigger fires from one place; an action lands in another.
Active campaign triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Active campaign and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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