Review your monthly investment activity by email
Get a compact monthly record in your inbox to support a calmer account review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
Reconstructing a month of activity from scattered updates can make routine review feel like a separate project.
- Create a recurring checkpoint for account activity review.
- Keep the reporting period explicit in the summary.
- Call out unavailable details instead of implying they are known.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and Gmail once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Tell Notis to email a summary of Alpaca activity for the prior month using data available to it, and note any missing details.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real example and verify the period and available data.
Questions about this workflow
Will this include every account metric?
Only include metrics available to Notis. Specify any additional baseline or history you need, or have the summary call out what is missing.
When does the report run?
Choose a monthly schedule in the Notis automation setup that allows the reporting period to be complete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Gmail. A trigger fires from one place; an action lands in another.
Alpaca 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.
Alpaca and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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