Find relevant Elasticsearch documents when email arrives
A new email can start the search for background you already have. Notis queries your chosen index and brings back relevant context to help you decide what to do next.
Trigger
New Email Received
Triggers when a new email arrives in an inbox.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Finding the right customer, project, or policy context means switching between an inbox and a search system, often while the email is still waiting for a reply.
- Surface potentially relevant indexed documents alongside incoming email context.
- Reduce manual searches across systems before drafting a response.
- Keep the final reply decision with you.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Elasticsearch once in Notis.
- 2Create an automation in the portal or by telling Notis what you want.
- 3In one instruction, name the index to search and ask Notis to summarize documents relevant to each new email.
- 4Pick the Agent mail New Email Received trigger and choose where run reports go.
- 5Test with one real email and review the returned matches.
Questions about this workflow
Does this send a reply to the email?
No. The available Elasticsearch action searches an index. This workflow returns context for you to review; it does not send an email.
Which index will it search?
Name the index in your instruction. The query action needs a specific index and can use filters, time ranges, and pagination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Elasticsearch. A trigger fires from one place; an action lands in another.
Agent mail triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
New Email Received
Triggers when a new email arrives in an inbox.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
Agent mail and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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