Create a calm starting point for the weekly finance check
Ask Notis to turn available Airwallex operations context into a short brief that helps you decide what deserves attention.
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
A weekly finance review can feel scattered when information and next questions need to be rebuilt each time.
- Gives the week a concise review starting point
- Focuses attention using priorities you define
- Avoids claiming information that is not available
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 describe your weekly operations brief.
- 3In one instruction, ask Notis to draft a concise brief from available Airwallex context and your stated priorities, naming any information it cannot access.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and review the summary for accuracy.
Questions about this workflow
Can the brief decide what is urgent?
Give Notis your urgency criteria. Without them, it can summarize information but should not invent priorities.
Does the brief include all Airwallex operations?
It includes only information accessible through the connected context. Confirm the coverage during your test.
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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