See customer risk signals with the related email context
Gather the record details and recent conversations you need before deciding how to help a customer.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Why this helps
Assessing a customer issue takes longer when relevant history is spread across records and email.
- Brings risk criteria into a regular review
- Adds accessible email context to the decision
- Keeps the final customer response in your hands
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Gmail once in the Notis portal.
- 2Create an automation for customer risk review.
- 3Describe in one instruction the risk criteria, records to review, and email context to retrieve.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real customer case and check that the context supports a decision.
Questions about this workflow
Can Notis decide that a customer is at risk?
It can apply criteria you describe when the necessary fields are available. Treat the result as context for your decision.
Will this contact the customer?
No. This workflow retrieves and summarizes context for review. Use a draft or send action if you want outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Gmail. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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