Gather investor context before your next conversation
Get a concise public web research brief into Gmail so you can prepare without juggling search tabs.
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
Preparing for investor conversations often means repeating searches and piecing scattered public information together.
- Gather public web context before a conversation.
- Keep the summary and its sources in one draft.
- Save time switching between search pages and email.
Setup
Build it in a few focused steps.
- 1Connect Autom and Gmail once in the Notis portal.
- 2Create an automation named Investor Context Research.
- 3Tell Notis to use Autom to summarize public web information about the specified investor or firm and create a Gmail draft with source links.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real investor or firm.
Questions about this workflow
Does this include private or verified financial information?
No. It summarizes web information Autom can retrieve. Supply any private or verified context separately if it should be considered.
Does it contact the investor?
No. The workflow creates a draft for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Autom to Gmail. A trigger fires from one place; an action lands in another.
Autom 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.
Autom and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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