Make the quarterly account review simpler to start
Notis can put the account details it can access and your review checklist into a Gmail draft on a quarterly schedule.
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
Quarterly reviews are easy to delay when the starting point is scattered across dashboards and inboxes.
- Creates a consistent starting point for the review
- Lets you include your own review criteria
- Keeps the message as a draft until checked
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 the quarterly account review.
- 3In one instruction, ask Notis to draft a quarterly review using available Airwallex account information and your stated checklist.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and verify the draft before acting on it.
Questions about this workflow
Will this confirm that an account is configured correctly?
No. It prepares a draft from accessible details and your checklist. You should verify account settings in Airwallex.
Can I include my own questions in the review?
Yes. Include the questions and criteria in the automation instruction.
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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