Get organization context for an emailed account question
Bring organization details into the run report when an account question arrives by email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Organization Details
Tool to view the authenticated organization's details. Use after confirming a valid API token.
Why this helps
Account settings questions can take longer when the reviewer has to look up basic organization context separately.
- Retrieve organization details in response to an account question.
- Give the reviewer context before considering any settings change.
- Keep the lookup close to the original email.
Setup
Build it in a few focused steps.
- 1Connect AgentMail and Control D once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve Control D organization details when a new email raises an organization settings or capacity question.
- 4Pick AgentMail New Email Received as the trigger and choose where run reports go.
- 5Test with one real account question and review the returned details.
Questions about this workflow
Does it modify organization limits?
No. It retrieves organization details only. Changing organization limits is a separate action.
Can it answer billing questions?
It returns organization details available through Control D. It does not provide billing information unless that information is part of the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Control d. A trigger fires from one place; an action lands in another.
Agent mail triggers
Control d 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 Control d, 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 Control d.