Prepare invoice reminder drafts on a schedule
Keep invoice follow-up visible with drafts prepared from the status information you provide.
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
Remembering which invoices still need follow-up can become a recurring mental burden.
- Create a repeatable invoice follow-up review.
- Draft reminders without composing each email from scratch.
- Keep drafts under your control until you are ready to send.
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 create Gmail reminder drafts for invoices whose supplied status indicates follow-up is due.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice status example.
Questions about this workflow
Can it tell whether an invoice is overdue?
Only if the due date and relevant status are available to the run or supplied in your instruction. The workflow cannot assume a missing date or baseline.
Are reminders sent automatically?
No. They are created as drafts for you to review and send.
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.
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.
Algodocs and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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