Understand a priority message before responding
Bring the complete message and the relationship record into the same review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Message
Retrieves the full details of an email message from an inbox.
Why this helps
A message can be hard to act on when you need to open another tool to remember who sent it and why it matters.
- Review message contents alongside relevant Affinity contact context.
- Reduce back-and-forth between inbox and relationship records.
- Make the next action easier to decide.
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 retrieve specified priority messages and summarize relevant Affinity contact or deal context for each.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real message and confirm the right message and contact were matched.
Questions about this workflow
How does it know which message to retrieve?
Your instruction should define how to select the message, for example by a known identifier provided to the automation.
Does it draft a response?
No. This workflow retrieves and contextualizes a message for 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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