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Notis

Find reusable Customer.io content for an incoming email

Check for existing approved copy before writing a response from scratch.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

List Snippets

Tool to list all snippets in your workspace. use when you need to retrieve all reusable content snippets for templating or dynamic content insertion.

Why this helps

Rewriting familiar copy for every customer email adds avoidable work and creates inconsistent answers.

  • Find existing reusable content while handling an email.
  • Reduce repeat drafting for common questions.
  • Help keep routine responses consistent.

Setup

Build it in a few focused steps.

  • 1Connect Agent Mail and Customer.io once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, ask Notis to list snippets and summarize those relevant to the inbound email.
  • 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
  • 5Test with one real example email and review the run report.

Questions about this workflow

Will this insert the snippet into a reply?

No. The listed action retrieves snippets. It does not compose or send an Agent Mail response.

Can Notis adapt a snippet to the customer's question?

Notis can summarize relevant returned snippets in its report. Any adapted response would need to be handled separately.

What if no snippet matches?

The report can indicate that the returned snippets do not appear relevant, based on the email and available snippet information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agent mail to Customerio. A trigger fires from one place; an action lands in another.

Agent mail triggers

Customerio actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Suppress Customer Profile

Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Integrations

Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Get Messages

Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.

ActionInstant

Get Segment Details

Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.

ActionInstant

Get Segment Membership

Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.

ActionInstant

Get Segments

Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.

ActionInstant

Get Trigger

Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.

ActionInstant

Get Triggers

Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.

ActionInstant

Connect any two apps with Notis in the middle.

Agent mail and Customerio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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