Move investor meeting requests to scheduling
When a new email asks for an investor conversation, Notis can create a link for the meeting type you specify.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Why this helps
Time-sensitive investor conversations can be delayed by manual scheduling follow-up.
- Give a meeting request an immediate next step.
- Use the event type intended for investor conversations.
- Reduce time spent coordinating schedules.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Calendly once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3Describe how to identify an investor meeting request and name the Calendly event type for the conversation.
- 4Select New Email Received as the trigger and choose where run reports should go.
- 5Test with one real investor request.
Questions about this workflow
Can this tell whether someone is an investor?
Set out the signals Notis should use, such as the content or sender details present in the message. It cannot rely on unavailable background information.
Will this send the link to the sender?
The action creates the link. Include in your instruction whether Notis should also reply to the email with it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Calendly. A trigger fires from one place; an action lands in another.
Agent mail triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
New Email Received
Trigger for new emails in an AgentMail inbox
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Agent mail and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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