Bring profile custom rules into an emailed policy review
Find the current root rules for the profile named in a policy request before deciding what to change.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Custom Rules for Profile
Tool to retrieve custom rules associated with a specific profile. Use after confirming the profile ID. Omit `folder_id` to list rules in the root folder.
Why this helps
Policy requests can stall when reviewers must locate the right profile and inspect its rules separately.
- Retrieve the current root custom rules for an identified profile.
- Give reviewers a starting point before a policy change is considered.
- Avoid making a rule edit based only on the wording of an 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 choose a name.
- 3In one instruction, ask Notis to identify the profile in a domain policy email and list that profile's root custom rules for review.
- 4Pick AgentMail New Email Received as the trigger and choose where run reports go.
- 5Test with one real policy request that clearly identifies a profile.
Questions about this workflow
Does it update or delete any rules?
No. It lists root custom rules so a person can review the current policy.
Can it inspect a folder's rules?
This workflow uses the root profile rules action. If the request concerns a folder, the folder details must be handled separately.
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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