Give partnership inquiries a shared review page
Keep promising opportunities and the details needed to assess them together.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Why this helps
Partnership inquiries compete with daily email and can be forgotten before anyone reviews them.
- Keep inbound opportunities visible to collaborators.
- Capture the proposal and stated next steps.
- Make open fit questions easy to review.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Confluence once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a brief for partnership inquiry emails with the proposal, fit questions, and next steps stated in the message.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real partnership inquiry.
Questions about this workflow
Can Notis decide whether a partnership is a fit?
It can summarize the evidence in the email and list questions, but any fit criteria should be supplied in your instruction.
Can the brief include a proposed next step?
Ask it to capture next steps stated in the message and mark unstated steps as needing review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Confluence. A trigger fires from one place; an action lands in another.
Agent mail triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Email Received
Trigger for new emails in an AgentMail inbox
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Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Create Page Property
Tool to create a property on a confluence page. use when you need to add custom metadata or settings to a page.
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Tool to create a private confluence space. use when you need an isolated workspace viewable only by its creator.
Connect any two apps with Notis in the middle.
Agent mail and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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