Add profile context to new sender emails
Give each incoming conversation a little more context with a Clearout person lookup.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Reverse Lookup Person by Email
Tool to retrieve a person’s profile from an email address. Use when you want to enrich a valid email with associated person details.
Why this helps
You may need to open extra tabs to understand who is contacting you before choosing how to respond.
- Retrieve person profile information associated with a sender address.
- Review profile context alongside the original message.
- Cut down on manual searching before a follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Clearout once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe the outcome: look up each new sender by email in Clearout and report any returned person details with the message context.
- 4Pick the Agent mail New Email Received trigger and choose where run reports should go.
- 5Test with one real incoming email.
Questions about this workflow
Does a lookup always return a profile?
No. Clearout returns associated person details when it can find them; a profile may not be available for every address.
Does this verify the email too?
No. This workflow uses the person lookup action. Use a separate verification workflow when you need to validate an address.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Clearout. A trigger fires from one place; an action lands in another.
Agent mail triggers
Clearout actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agent mail and Clearout, 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 Clearout.