Prepare for client conversations from their latest email
Walk into the next conversation with the message context and open topics in one brief.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Message
Tool to create a new message completion. use when you need to generate assistant text given a conversation history.
Why this helps
Client context is easy to lose between an inbox, notes, and a meeting.
- Collect the email's relevant context in one short brief.
- Identify requests and topics to clarify.
- Avoid implying details that the sender did not provide.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Anthropic administrator once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the client prep brief you want Notis to create in one instruction.
- 4Pick New Email Received as the trigger and choose where run reports go.
- 5Test with one real client email and review the brief for unsupported assumptions.
Questions about this workflow
Does this connect the email to a calendar event?
No. This workflow only uses a new email as context for generated assistant text.
Can I include our client context?
Yes. Add relevant context to your automation instruction, or provide it with the request if your setup supports that.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Anthropic administrator. A trigger fires from one place; an action lands in another.
Agent mail triggers
Anthropic administrator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Message
Tool to create a new message completion. use when you need to generate assistant text given a conversation history.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Model
Tool to retrieve details of a specific model by its id. use after confirming the model id is valid.
New Email Received
Trigger for new emails in an AgentMail inbox
List models
Tool to list available models. use when you need to see which models are available before selection.
Prompt Caching
Tool to cache and reuse prompt content to reduce costs and latency. use after you have static prompt portions you intend to reuse across calls.
Connect any two apps with Notis in the middle.
Agent mail and Anthropic administrator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Anthropic administrator.