Get a contact brief ready before the conversation
Prepare for a call or meeting with a short context brief built from details available in Affinity.
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
Preparing for a conversation takes extra time when useful contact and deal details are spread across records.
- Gather available contact and deal context into one place.
- Prepare a focused brief for your own use.
- Leave unsupported details out of the summary.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact briefs.
- 3Tell Notis to use the webhook request and available Affinity details to draft a concise internal Gmail brief, clearly flagging missing context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact and verify the brief against Affinity.
Questions about this workflow
Who receives the brief?
The workflow creates a draft. Specify yourself as the intended recipient in your instruction and review it before sending or keeping it.
Will the brief include details not in Affinity?
It should not. Ask Notis to use only available record and request details and flag gaps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Gmail. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gmail.