Capture project requests as Coda briefs
Give new opportunities a consistent starting point. Notis can create a Coda doc that summarizes what was requested and what needs clarification.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create doc
Creates a new coda doc, optionally copying an existing doc. note that creating a doc requires you to be a doc maker in the applicable workspace (or be auto-promoted to one).
Why this helps
Project inquiries arrive in different formats, making it hard to compare scope and spot missing information.
- Start with a readable summary instead of a long message
- Surface unanswered scope and timing questions
- Keep incoming opportunities organized in Coda
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis in one instruction to identify project proposals, summarize the request, list open questions, and create a Coda doc brief.
- 4Pick the New Email Received trigger and choose where run reports should go.
- 5Test with one real project inquiry and review the brief.
Questions about this workflow
Can the brief include budget and timeline?
Notis can include those details when the email provides them and flag them as unknown when they are missing.
Does this create a separate doc for every message?
Your instruction can ask Notis to create a brief only when a message contains a new project proposal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Coda. A trigger fires from one place; an action lands in another.
Agent mail triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Add a publishing category for a given pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
New Email Received
Trigger for new emails in an AgentMail inbox
Add a permission for pack
Create or modify user, workspace, or global permissions for a given pack.
Add custom domain
Add a custom domain to a published doc.
Add permission
Adds a new permission to the doc.
Begin content export
Initiate an export of content for the given page.
Content export status
Check the status of a page content export
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Connect any two apps with Notis in the middle.
Agent mail and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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