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Notis

Create review-ready AI email drafts in Close

Get a tailored first draft into Close, then review and decide when it is ready to send.

Trigger

Webhook received

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

Action

Create Email

Why this helps

Writing each prospect email from scratch takes focus away from conversations that need your attention.

  • Start from prospect context already provided to your AI workflow.
  • Keep the draft in Close for review.
  • Retain human control over whether and when an email is sent.

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Close once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
  • 3In one instruction, ask Notis to create a draft Close email activity using the supplied prospect context and message goal.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real prospect and review the unsent draft in Close.

Questions about this workflow

Will this send the email?

Ask for draft mode. The Close email action also supports send-capable modes, so use an unsent draft for a review-first workflow.

Can the AI personalize the message?

Yes. Include the relevant prospect context and goal in the request, and ask Notis to use only those supplied details.

Can I add a follow-up date?

The action supports a follow-up date that can create a follow-up task if no reply is received. Include one only when you have a suitable date.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Close. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Close actions

Recurring trigger

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

TriggerScheduled

Create SMS Message

Creates an SMS activity to log a sent, received, or draft message.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Call

Creates a record of an inbound or outbound call.

ActionInstant

Create Email

ActionInstant

Create Lead

Creates a new lead in the sales pipeline.

ActionInstant

Create Task

Creates a task to track a to-do item.

ActionInstant

Delete Call

Deletes a call record; this action cannot be undone.

ActionInstant

Get Notes

Retrieves recorded notes.

ActionInstant

Get Contact

Retrieves a contact by ID.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Close, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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