Make sales call coaching easier to review
Turn call analysis into a focused coaching note with the supporting context close at hand.
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
Useful sales call observations can be difficult to turn into specific, fair coaching while the conversation is still fresh.
- Organize observed call moments into a concise coaching note.
- Keep observations tied to evidence available in Avoma.
- Leave performance judgments and coaching decisions to the reviewer.
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 private coaching note with observed strengths, opportunities, and evidence from the meeting analysis, without unsupported ratings.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real call and review the wording and evidence before sharing.
Questions about this workflow
Does this score the salesperson?
No. The workflow drafts observations for a human to review. Any score should come from an explicitly provided scorecard or criteria.
Can it send feedback to the salesperson?
It creates a draft. Review the content and recipients before sending.
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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