Make payment exceptions easier to review
Get a focused weekly review draft that helps you decide which payment items need a closer look.
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
Payment questions can linger when there is no regular moment to gather the details and decide the next step.
- Create a recurring payment review point
- Group items that may need attention
- Mark missing context for follow-up
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 summarize available payment items that meet your stated review criteria, and mark insufficient context instead of guessing.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real review and verify the flagged items against Altoviz.
Questions about this workflow
Can Notis know what counts as an exception?
State your criteria in the prompt and ensure the needed fields are available. The workflow should flag items when that information is missing.
Does this change or refund payments?
No. It creates a review draft in Gmail and does not modify Altoviz payments.
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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