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Get service categories for an emailed policy question

Bring the available service categories into a policy discussion before a service is selected or updated.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Get Service Categories

Tool to list all service categories. Use when you need to retrieve available categories before filtering or assigning services.

Why this helps

Service policy requests can pause while someone searches for the available category list.

  • Retrieve the available categories for a service policy discussion.
  • Give the reviewer a current reference for classification.
  • Keep the research step tied to the incoming request.

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 service categories when a new email asks how a service should be classified.
  • 4Pick AgentMail New Email Received as the trigger and choose where run reports go.
  • 5Test with one real service classification question.

Questions about this workflow

Does this list the services inside a category?

No. It retrieves categories. Listing services within a category requires a valid category identifier and a separate action.

Will it assign a category?

No. It returns category options for review.

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.

TriggerScheduled

Delete Device by ID

Tool to delete a Control-D device. Use when you need to remove a device by its identifier after confirming the device_id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Profile by ID

Tool to delete a profile. Use when you need to remove a profile by its ID after ensuring it is not enforced by any device.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Delete Profile Rule by Hostname

Tool to delete a specific custom rule by hostname from a profile. Use after confirming profile_id and hostname.

ActionInstant

Delete Profile Rule by Rule ID

Tool to delete a specific custom rule by its ID within a profile. Use after confirming profile_id and rule_id.

ActionInstant

Delete Profile Rule in Folder

Tool to delete a specific custom rule within a folder. Use after confirming profile_id, rule_id, and folder_id.

ActionInstant

Delete Profile Schedule

Tool to delete a specific schedule within a profile. Use after confirming profile_id and schedule_id.

ActionInstant

List Known Access IPs

Tool to list known IPs associated with the account. Use when you need to retrieve recent access IPs for device resolver queries.

ActionInstant

Get Analytics Endpoints

Tool to list analytics storage regions and their endpoints. Use after authenticating to retrieve available analytics regions.

ActionInstant

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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