Review pipeline health in one weekly draft
Start the week with a concise summary of pipeline status and any issues to investigate.
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
Pipeline checks can become scattered across dashboards, making it harder to spot what needs attention this week.
- Collects available pipeline status into one reviewable email
- Keeps the report as a draft until you are ready
- Highlights issues that may need follow-up
Setup
Build it in a few focused steps.
- 1Connect Appcircle and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the weekly review.
- 3Tell Notis to review available Appcircle pipeline status and draft a concise weekly summary with issues and next steps.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the draft for useful status coverage.
Questions about this workflow
Does this compare the week with a historical baseline?
Only if that history is available to the automation or supplied by you. Otherwise the draft summarizes information available during the run.
Can this send the report without review?
This workflow creates a draft. You can review and send it from Gmail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appcircle to Gmail. A trigger fires from one place; an action lands in another.
Appcircle 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.
Appcircle and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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