Make deal handoffs easier to pick up
Put the current deal context and next steps into a handoff draft that the new owner can review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A deal handoff can lose momentum when the next owner has to reconstruct the history and open questions.
- Summarize available deal details and next steps.
- Make open questions easier to spot.
- Review the handoff before it is sent.
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 deal handoffs.
- 3Tell Notis to identify owner changes only when the needed history is available and draft a Gmail handoff using recorded context and next steps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real handoff and verify the owner and deal details.
Questions about this workflow
Can Notis detect historical owner changes?
Only if Affinity exposes the required change history. Otherwise provide the change in a webhook request or skip this case.
Will it add unrecorded context?
Ask it to use available Affinity information and mark unknowns instead of guessing.
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
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