Prepare a document data handoff
Give the next person a clear summary of extracted values and what to verify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Passing document details between people often means reopening files and rebuilding context from scratch.
- Provide a compact handoff for the next step in document processing.
- Highlight which values came from extraction and need checking.
- Reduce repeated reading of the source document.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Gmail once in the Notis portal.
- 2Create an automation named Document Data Handoff and describe the summary and verification notes to include.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Test with one real document and review the Gmail draft.
Questions about this workflow
Will this enter data into another system?
No. The workflow prepares a Gmail handoff summary. The recipient completes or verifies any data entry.
Can it summarize different document types?
Yes, if the prompt explains what information matters for the document type and the supplied extracted data contains it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Gmail. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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