Give customers a clear renewal heads-up
Use renewal dates stored in Baserow to send customers a timely, informative notice through Gmail.
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
Renewal dates can pass unnoticed when they live in records instead of your daily inbox.
- Bring upcoming renewals into a scheduled review.
- Give customers notice using the relevant record details.
- Reduce manual date checking and follow-up.
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 and date window to use and what notice to send to each customer.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real renewal record and verify its date and recipient.
Questions about this workflow
How far ahead should the notice go?
Specify the date window in your instruction based on renewal dates available in Baserow.
What information should be in the message?
Include the renewal details and next steps you want customers to know, and ensure the record has the necessary information.
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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