Turn sales notes into a useful follow-up
Move from call notes to a clear next-step email while the conversation is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Translating rough sales notes into a polished follow-up can delay the next step.
- Start a draft when an HTTP request signals notes are ready.
- Summarize recorded decisions and next steps.
- Keep the email concise and easy to review.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to draft a concise follow-up from recorded call notes and include only agreed next steps.
- 4Pick a webhook trigger, choose where run reports go, and send an HTTP request when the notes are ready.
- 5Test with one real example and verify all actions and dates.
Questions about this workflow
Can it interpret incomplete notes?
It can summarize accessible notes, but should flag ambiguous commitments or dates for your review.
Does it send the follow-up?
No. It creates a Gmail draft for you to review and send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Gmail. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Agile CRM and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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