Prepare a client follow-up from a document image
Pull the details you need from a document image and start the follow-up in Gmail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Important next steps can get buried in scanned documents and delayed while you reconstruct the details by hand.
- Extract text from a document image supplied to the workflow.
- Create a follow-up draft around the details you specify.
- Review the message before contacting a client.
Setup
Build it in a few focused steps.
- 1Connect Astica ai and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to extract the supplied image text and draft a client follow-up using only relevant details.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real document image and verify names, dates, and next steps.
Questions about this workflow
Will it decide what the client should be told?
You can specify the follow-up outcome in your instruction. Review the draft to confirm the details and tone.
Does it access my document storage?
No storage connection is specified here. The webhook request needs to supply or reference the image.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Astica ai to Gmail. A trigger fires from one place; an action lands in another.
Astica ai 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.
Astica ai and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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