Start the day with proposal follow-ups ready to review
Give Notis proposal data on a recurring schedule and get focused Gmail drafts for the follow-ups that need your attention.
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
Sales follow-ups can disappear among inboxes, proposals, and the rest of a founder's daily work.
- Gather follow-up work into one daily review.
- Draft messages without sending them automatically.
- Use your supplied data to identify what needs attention.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review the proposal data available to it and draft concise follow-ups for items you identify as needing attention.
- 4Choose notis_cron as the trigger and select the recurring schedule.
- 5Choose a report channel, then test with one real example and confirm what proposal data the automation can access.
Questions about this workflow
Can Notis retrieve Better Proposals data on its own?
The source description provides agent access through MCP or direct API, but no Notis trigger events. Make the proposal data available to the automation and confirm access in your test.
Will it send the drafts?
No. This workflow creates Gmail drafts for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Gmail. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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