Keep deal follow-up drafts easy to find
Start your review with a short queue of drafts connected to active deal work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Drafts
List unsent drafts in an inbox.
Why this helps
Follow-ups can get buried when deal review and email drafting happen in separate sessions.
- Make existing follow-up drafts easier to locate during a deal review.
- Get a recurring view of unsent messages without searching manually.
- Use deal context to focus attention on the right draft work.
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 review active Affinity deal context and list relevant unsent Agent mail drafts for follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm the listed drafts are relevant.
Questions about this workflow
Does this create or send follow-up emails?
No. This workflow lists unsent drafts so you can review the follow-up queue.
Can Notis know which deals are stale?
Only if Affinity provides enough context to identify them, or you describe the criteria in your instruction.
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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