Draft a follow-up recap from contact context
Capture the useful details while the conversation is still fresh, then review the draft before sending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Draft
Create a draft and optionally schedule its automatic delivery.
Why this helps
Post-conversation follow-ups are easy to delay when you have to rebuild the context later.
- Turn available contact context into a reviewable draft.
- Make it easier to follow up soon after a conversation.
- Keep the final wording under your control.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agent mail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to use the webhook context and relevant Affinity contact details to create a concise recap draft in Agent mail.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and review the draft for accuracy.
Questions about this workflow
Can it include details that are not in Affinity?
Only details included in the webhook request or available in connected data can be used; supply any missing conversation notes in the request.
Is the draft sent automatically?
No. This workflow creates a draft for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agent mail. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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