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Prepare invoice reminders before they slip

A scheduled review of Baserow can surface overdue invoices and put a polite reminder draft in Gmail.

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

Checking invoice records one by one can make payment follow-up feel like another open loop.

  • Review overdue records on a regular schedule.
  • Get reminder drafts ready without composing each from scratch.
  • Keep payment follow-up visible.

Setup

Build it in a few focused steps.

  • 1Connect Baserow and Gmail once in the Notis portal.
  • 2Create an automation in Automations, then New Automation, and give it a name and prompt.
  • 3In one instruction, tell Notis how to identify overdue invoice records from available Baserow data and to draft a reminder for each matching record.
  • 4Pick the recurring schedule trigger and choose where run reports should go.
  • 5Test with one real overdue invoice record and review the draft.

Questions about this workflow

How does Notis know an invoice is overdue?

Your instruction should identify the relevant status or date information available in the Baserow records.

Will the reminder be sent automatically?

No. The action creates drafts for you to review and send.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Baserow to Gmail. A trigger fires from one place; an action lands in another.

Baserow triggers

Gmail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

Connect any two apps with Notis in the middle.

Baserow and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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