Prepare the next sequence email for review
When a sequence needs a human touch, let Notis turn the available ActiveTrail context into a clear Agent mail draft.
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
Writing a one-off sequence follow-up from scratch takes attention away from deciding whether and how to follow up.
- Prepare an individual follow-up using available sequence context.
- Keep the email as a draft for review before sending.
- Use a recurring check to bring follow-up work back into view.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Agent mail once in the Notis portal.
- 2Create an automation and describe which sequence context to review and what next-step draft to prepare.
- 3Choose a recurring schedule and where run reports should go.
- 4Test with one real sequence example and review the draft before use.
Questions about this workflow
Will Notis know which contact is ready for a follow-up?
Only if the required status or history is available from ActiveTrail or supplied in the instruction or source data.
Will this enroll contacts or change the ActiveTrail sequence?
No. The selected action creates an Agent mail draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Agent mail. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail 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.