Keep stalled Attio deals moving with ready-to-review drafts
Get a focused batch of follow-up drafts for deals that may need a nudge, ready in Gmail when you have time to review them.
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
Remembering which opportunities need a follow-up pulls attention away from the work in front of you.
- Surface stalled opportunities on a regular schedule.
- Prepare drafts without sending messages automatically.
- Make follow-up easier to handle in a short review session.
Setup
Build it in a few focused steps.
- 1Connect Attio and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review stalled Attio opportunities and create a relevant Gmail follow-up draft for each, using available context and flagging missing details.
- 4Choose a recurring schedule, select where run reports should go, and test with one real opportunity.
Questions about this workflow
Will this send emails automatically?
No. The workflow creates Gmail drafts for you to review and send.
How does Notis decide a deal is stalled?
Describe the timing or criteria in your instruction. If Attio does not provide the needed activity history or date, supply that information or specify how Notis should handle the missing data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Attio to Gmail. A trigger fires from one place; an action lands in another.
Attio 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.
Attio and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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