See the invoice follow-ups that need attention
Start your day with a short list of invoice conversations to review and act on.
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
Keeping track of which invoices might need a next step can consume working memory throughout the day.
- Collect available follow-up context in one place
- Make the next review task easier to start
- Surface uncertainty instead of filling gaps with assumptions
Setup
Build it in a few focused steps.
- 1Connect Altoviz and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3In one instruction, ask Notis to draft a concise queue of invoice items that may need follow-up using available details, marking anything uncertain for review.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the queue matches the available invoice records.
Questions about this workflow
Does this send follow-up messages to customers?
No. It creates a Gmail draft that lists items for you to review.
How does Notis know what needs follow-up?
Tell the prompt what criteria to use, and ensure the relevant status, due date, or other context is available to Notis. Missing fields should be flagged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Altoviz to Gmail. A trigger fires from one place; an action lands in another.
Altoviz 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.
Altoviz and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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