Review upcoming retention dates without a manual sweep
Bring records with near-term retention dates into one concise draft for a monthly check.
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
Retention dates are easy to overlook when checking records one by one takes too much time.
- Focus a recurring review on dates that need attention.
- See relevant records together in one message.
- Leave retention decisions to the responsible reviewer.
Setup
Build it in a few focused steps.
- 1Connect Anonyflow and Gmail once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to identify records with retention dates in the review window and draft a summary using only available metadata.
- 4Pick the recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the records and date window.
Questions about this workflow
Will this delete or change records?
No. The action creates a Gmail draft; it does not modify Anonyflow records.
What if records have no retention date?
Notis can only identify dates that are present in records it can access. Missing dates should be supplied or flagged for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anonyflow to Gmail. A trigger fires from one place; an action lands in another.
Anonyflow 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.
Anonyflow and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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