Close partner meetings with a clear recap
Make sure both sides leave with the same understanding of decisions and next steps.
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
Partnership conversations can move forward on assumptions when nobody writes down who agreed to what.
- Capture agreements and next steps in one readable note.
- Identify questions that were raised but not resolved.
- Make a review draft that is easy to correct before sending externally.
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 an external partner recap from explicit meeting decisions, commitments, and unresolved questions.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real partner call and review all details and recipients.
Questions about this workflow
Will the draft go to the partner automatically?
No. It creates a Gmail draft for you to check and send.
What if a commitment is ambiguous?
Ask Notis to quote or summarize the ambiguity as an open question instead of presenting it as an agreement.
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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