Keep renewal conversations moving
A scheduled review can surface renewal records needing attention and put a personal check-in 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
Renewal conversations can stall when risk signals and next steps sit in a tracking table.
- Review the renewal criteria you track in Baserow.
- Prepare a relevant check-in without a blank page.
- Keep follow-up visible before renewal dates arrive.
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 which renewal records indicate a need for follow-up and to draft a customer check-in using available context.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real renewal record and verify the message is appropriate.
Questions about this workflow
How does Notis identify a renewal at risk?
Specify the indicators available in your Baserow records. Notis cannot infer missing history or a risk baseline.
Will it send the check-in?
No. It creates a Gmail draft for your review.
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.
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.
Baserow and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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