Follow up on demo requests with context
Start each demo conversation with a draft that recognizes what the prospect wants to see.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Generic demo replies can overlook the prospect's goals and create extra back-and-forth.
- Reflect the prospect's stated needs in the draft.
- Include a proposed next step based on your instructions.
- Review availability and promises before sending.
Setup
Build it in a few focused steps.
- 1Connect Basin and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to draft a personalized response to each demo request using the prospect's goals and your preferred next step.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real demo request and check names, details, and proposed commitments.
Questions about this workflow
Will the workflow schedule the demo?
No. It prepares an email draft. Include only scheduling language you want Notis to use.
Can the draft be different for each prospect?
Yes. Notis can use the request details included with each webhook to tailor the draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Gmail. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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