Put your pre market checklist in Gmail
A repeatable checklist draft helps keep your own review questions close at hand.
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
When the day starts quickly, the review steps you intended to follow are easy to skip or improvise.
- Keep a consistent checklist ready before the session.
- Include only review questions you define.
- Review any available market context without automating a trading action.
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 create a Gmail draft with your checklist questions and any relevant Alpaca context available to it.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and adjust the checklist based on your review.
Questions about this workflow
Can this guarantee a risk assessment?
No. It prepares the questions and available context you specify; you remain responsible for reviewing the information.
Can I include a portfolio baseline?
Yes, if you supply the baseline or it is available to Notis. Otherwise, the draft should identify it as missing.
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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No card. Works with personal or business Gmail.