Send a clear monthly metrics update
Give stakeholders a short, consistent view of recurring-revenue performance each month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
Monthly updates can slip when pulling metrics and writing the same explanation competes with other work.
- Automate preparation and delivery of a recurring summary.
- Keep the update focused on metrics you name.
- Reduce repeated reporting work.
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 metrics, recipients, and concise email outcome in one instruction.
- 4Pick a monthly schedule and choose where run reports go.
- 5Test with one real example and verify the email content and recipients.
Questions about this workflow
Can Notis send the update without approval?
This workflow uses Gmail Send Email, so it sends the email when it runs. Test the content and recipients carefully before relying on the schedule.
Can it compare this month with last month?
Ask for a comparison, and provide a baseline if the connected Baremetrics data does not include the prior period needed.
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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