Prepare a month-end view of collections to review
Bring the month-end invoice and payment picture into a draft you can check 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
Month-end review is harder when invoice and payment details have to be gathered from memory and scattered screens.
- Create a repeatable month-end review artifact
- Summarize available invoice and payment details
- Keep decisions and next steps visible for review
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 month-end collection review from available invoice and payment context, with unknowns clearly marked.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one completed period and check the summary against Altoviz records.
Questions about this workflow
Does this provide accounting advice or reconcile books?
No. It prepares a review summary from available records; you should verify it and make any accounting decisions.
Can it compare to last month?
Only if prior-period data is available to Notis or you supply the baseline. Otherwise the prompt should avoid comparisons.
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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