Scan Gmail threads about your ActiveMerge document work
See document-related conversations together in a scheduled review, so important context is easier to pick up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List threads
Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.
Why this helps
Relevant conversations about generated documents and signatures can be spread across Gmail and easy to miss during a busy day.
- Collects matching conversations into a recurring review.
- Keeps important document context easier to revisit.
- Lets Notis summarize returned thread information for a faster scan.
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 what Gmail conversations about your ActiveMerge document work to find and what details to include in the review.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real interval and tune the search instruction based on the returned threads.
Questions about this workflow
Can the workflow search by custom criteria?
Instruct Notis in plain language about the conversations to find. The Gmail action supports filtering, but the exact criteria should be grounded in details you provide or the data available to Gmail.
Does this include full email bodies?
The action lists threads. If you need message content, the workflow may need to fetch the relevant messages after identifying a thread.
Will it create labels or move email?
No. This workflow lists and reviews threads. It does not change Gmail labels or message locations.
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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