Keep client promises visible across the week
Review what you promised and what clients are waiting on in one pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Why this helps
Small commitments made in email can slip when they are not visible alongside CRM work.
- Surface promises and next steps stated in email.
- Pair the review with client context supplied from Agiled.
- Make follow-up gaps easier to see.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to fetch recent client emails and summarize stated commitments and follow-ups using client context available from Agiled.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real client email.
Questions about this workflow
Does this create tasks in Agiled?
No. It produces a review of email commitments for you to act on.
Can it know what was promised outside email?
Only if that context is supplied. The review is based on the Gmail messages returned and context you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Gmail. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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