Bring monthly cash flow questions into focus
Use a recurring draft to collect the Airwallex cash details available and the questions you want to discuss this month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Cash planning conversations can stall when no one has gathered the right questions or assumptions in advance.
- Creates a prompt for a regular planning conversation
- Uses your assumptions when provided
- Makes gaps in the available information clear
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for monthly cash flow planning.
- 3In one instruction, ask Notis to draft a review with accessible Airwallex cash details, your planning assumptions, and questions for any gaps.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and review all figures and assumptions.
Questions about this workflow
Can this forecast future cash flow?
Only if you provide the forecast assumptions and Notis has the inputs needed. The workflow should distinguish assumptions from observed Airwallex details.
Will it send a planning email to my team?
No. It creates a draft for you to review and send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Gmail. A trigger fires from one place; an action lands in another.
Airwallex 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.
Airwallex and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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