Label Gmail threads that need a document follow-up
Keep document conversations that still need action together, so your next follow-up pass starts in the right place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Modify thread labels
Adds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid.
Why this helps
Open document conversations can blend into general email, making it harder to resume the right follow-up after interruptions.
- Creates a visible group of conversations that need follow-up.
- Applies an existing label across the whole thread.
- Makes it easier to resume work after an interruption.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis how to identify document threads needing follow-up and which existing label to add; ensure each thread id is valid.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real thread and verify the label is appropriate.
Questions about this workflow
Can it determine follow-up status from ActiveMerge automatically?
There are no ActiveMerge trigger events listed. Specify follow-up criteria in your instruction or supply the status information Notis needs.
Does thread labeling affect individual messages?
Yes. Modifying thread labels affects all messages within the thread.
Can Notis remove the label when follow-up is finished?
The action supports adding and removing existing label ids. Define the completion condition and provide valid thread and label ids.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Gmail. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
ActiveMerge and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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