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Keep client commitments visible

Make it easier to remember what you said you would do by reviewing client conversations in one weekly pass.

Trigger

Recurring schedule

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

Action

List Messages

Lists messages in an inbox.

Why this helps

Client commitments are often spread across threads, making it difficult to keep promises visible alongside other work.

  • Review client requests and stated next steps together.
  • Bring potential commitments back into view.
  • Avoid treating an inferred item as a confirmed task.

Setup

Build it in a few focused steps.

  • 1Connect Agent mail once in the Notis portal.
  • 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
  • 3In one instruction, ask Notis to list client messages and email a review of explicit requests and commitments found in available history.
  • 4Pick a recurring Notis cron schedule and choose where run reports should go.
  • 5Test with real client threads and confirm the report separates explicit statements from interpretation.

Questions about this workflow

Will the workflow create tasks?

No. It sends an email review. It can only identify commitments supported by the available messages.

Can it cover every client?

It can review messages available to the selected inbox operation. Supply any client criteria needed in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Agent mail. A trigger fires from one place; an action lands in another.

Airparser triggers

Agent mail actions

Recurring trigger

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

TriggerScheduled

Get Message

Retrieves the full details of an email message from an inbox.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Draft

Create a draft and optionally schedule its automatic delivery.

ActionInstant

List Messages

Lists messages in an inbox.

ActionInstant

Create Inbox

Create an inbox for sending and receiving messages.

ActionInstant

Send Email

Sends an email.

ActionInstant

Create Inbox API Key

Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.

ActionInstant

Delete Thread

Permanently delete a thread and all its messages.

ActionInstant

Get API Key

Retrieve API key details without exposing its secret.

ActionInstant

Connect any two apps with Notis in the middle.

Airparser and Agent mail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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