Prepare a clear client recap after every call
Give clients a useful record of what was decided and what happens next.
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
Turning detailed call notes into a polished client recap takes time and risks leaving out an important commitment.
- Present key decisions and next steps in client-friendly language.
- Keep uncertain or missing information out of the final message until reviewed.
- Make it easier to follow up while the conversation is still fresh.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to draft a client recap using only the meeting notes, with decisions and next steps clearly separated.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client call and review the recipient and draft before sending.
Questions about this workflow
Does the automation know the correct client email address?
Only if the address is provided in the instruction or accessible in the meeting data. Review recipients before sending.
Can it include sensitive internal commentary?
Tell Notis to exclude internal notes and use only client-appropriate decisions and commitments, then review the draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Gmail. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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