Find the record behind an email report
Use the details in a new message to quickly locate the record someone is asking about.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Find Object
Tool to find the first object matching a query or filter in an index. use when debugging relevance or filter logic after confirming index exists.
Why this helps
A record-related question arrives without a direct link, leaving someone to search for it manually.
- Locate the record relevant to a reported issue.
- Reduce manual searches for record identifiers or details.
- Keep the investigation close to the incoming message.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Algolia once in the Notis portal.
- 2Create an automation and describe how to identify the record to find from an email.
- 3Pick the Agent mail New Email Received trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real email containing a recognizable record reference.
Questions about this workflow
Does this find every matching record?
No. The Find Object action returns the first object matching a query or filter.
What should I specify?
Name the index and explain which details in the email should be used to search for the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Algolia. A trigger fires from one place; an action lands in another.
Agent mail triggers
Algolia actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to copy the specified index to a new index. use when you need to duplicate an existing index including records, settings, synonyms, and rules after confirming source and destination names.
Connect any two apps with Notis in the middle.
Agent mail and Algolia, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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