Prepare thoughtful cancellation follow-ups
Give yourself a useful starting point for reaching out when a cancellation deserves a personal response.
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
A timely, considerate follow-up is easy to postpone when customer context takes effort to gather.
- Gather available customer context before writing.
- Create a draft that you can review and personalize.
- Make appropriate follow-up easier to complete.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the cancellation context to review and the kind of follow-up draft to create.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and check that the draft is accurate and considerate.
Questions about this workflow
Does this send the message to the customer?
No. It creates a draft for you to review and send.
Will it know why the customer cancelled?
Only if that information is present in the available data or email. The draft should avoid stating an unverified reason.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Gmail. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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