Agent mail Client Communication Channel
Give every ongoing client relationship one place to keep its context together.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create channel
Initiates a public or private channel-based conversation
Why this helps
Client decisions spread across direct mail and random channels, so the team reconstructs context every time the relationship comes up.
- Keep ongoing client context distinct from one project intake room
- Use an exact identity and supplied dedupe baseline
- Respect the configured privacy scope
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Slack.
- 2Tell Notis to create an ongoing client communication channel from the supplied identity only when the baseline shows none.
- 3Select New Email Received and choose the run-report channel.
- 4Test with one client whose existing-channel state is trusted.
Questions about this workflow
How does this differ from a project delivery channel?
It is the durable communication space for an ongoing client relationship; project intake has its own bounded delivery-room workflow.
Can the channel be private?
Yes. Supply the authorized privacy scope, and do not imply that channel creation grants access to client documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Slack. A trigger fires from one place; an action lands in another.
Agent mail triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
New Email Received
Trigger for new emails in an AgentMail inbox
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Agent mail and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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