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Keep pending transaction follow-ups from slipping

Create a check-in draft when the data available to the run still marks a transaction pending.

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 transaction that needs follow-up can disappear from view while you focus on other work.

  • Create a prompt to review transactions still marked pending.
  • Keep follow-up decisions visible without sending an automatic escalation.

Setup

Build it in a few focused steps.

  • 1Connect Alchemy and Gmail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Ask Notis to draft a check-in for transactions marked pending in available data, noting the last known status and any missing age information.
  • 4Choose a recurring schedule and report destination.
  • 5Test with one transaction marked pending and verify the draft's context.

Questions about this workflow

Can it tell how long a transaction has been pending?

Only when the relevant timestamp or history is available to the run.

Will it send a reminder automatically?

No. This workflow creates a draft for you to review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Alchemy to Gmail. A trigger fires from one place; an action lands in another.

Alchemy triggers

Gmail actions

Recurring trigger

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

TriggerScheduled

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).

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

Connect any two apps with Notis in the middle.

Alchemy and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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