Build an intake form from an emailed request
Turn a request buried in your inbox into a clear form people can fill out.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Form
Tool to create a new form with specified fields and settings. use before collecting submissions to define form structure.
Why this helps
Important intake ideas can get lost when founders have to stop work, design a form, and recreate details from an email.
- Capture recurring requests in a structured form
- Reduce the effort of translating email into a form outline
- Keep the original request as context for the automation
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Cabinpanda once in the Notis portal.
- 2Create an automation and give it a clear name and prompt.
- 3Tell Notis to review each new email and create a Cabinpanda form only when it describes a reusable intake need, using the email to propose fields and settings.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email and review the created form.
Questions about this workflow
Does every new email create a form?
No. In the instruction, ask Notis to create a form only when an email clearly describes a reusable intake process.
Can Notis infer the form fields?
Notis can propose fields based on the email. Review the resulting form for completeness before sharing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Cabinpanda. A trigger fires from one place; an action lands in another.
Agent mail triggers
Cabinpanda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form with specified fields and settings. use before collecting submissions to define form structure.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Tool to delete a specific form by its id. use after confirming the target form exists and is safe to remove.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Integration
Tool to delete a specific integration by its id. use when you need to remove or disable an existing integration (e.g., webhook) after confirming the integration id.
Get Form Details
Tool to retrieve details of a specific form by its id. use when you need form metadata (fields, labels, timestamps) before processing or submitting data.
Get Integration Details
Tool to retrieve details of a specific integration by its id. use when you need to inspect integration settings or status after obtaining its id.
Get Profile
Tool to retrieve the authenticated user's profile information. use after obtaining valid api credentials to access user details.
List Forms
Tool to retrieve a list of all forms associated with the account. use when you need to fetch form details for management or analysis.
List Integrations
Tool to retrieve a list of all integrations for the account. use when you need to inspect available or active integrations before managing them.
Connect any two apps with Notis in the middle.
Agent mail and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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