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Search Gmail for messages tied to document references

Bring messages tied to processed document references into a scheduled review.

Trigger

Recurring schedule

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

Action

Fetch emails

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

Why this helps

Finding conversations by a document number or reference takes repeated searches and memory.

  • Gather messages matching supplied references in one review.
  • Use Gmail search and filtering to narrow results.
  • Avoid remembering to repeat the same searches manually.

Setup

Build it in a few focused steps.

  • 1Connect Algodocs and Gmail once in the Notis portal.
  • 2Create an automation and give it a name.
  • 3In one instruction, ask Notis to fetch Gmail messages matching the document references available for the review.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real document reference.

Questions about this workflow

Can the workflow search by a document field?

It can use reference details available to the run and Gmail's supported filtering. Supply the field value if it is not provided automatically.

What happens if many messages match?

Gmail fetching supports pagination. The results depend on the requested scope and pagination available to the action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Algodocs 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.

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

When this happens · Trigger

Do this · Action

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