Answer proposal questions with context close at hand
Give Notis the client response and proposal context, then review a focused answer draft in Gmail.
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
A client question can require searching the proposal and rebuilding context before you can reply.
- Keep the question and relevant proposal context together.
- Reduce the time spent composing a first answer.
- Spot missing facts before sending.
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 draft a concise answer to the client's question using only details in the response or proposal, and flag anything missing.
- 4Choose notis_webhook as the trigger and connect the response detection process to its webhook endpoint.
- 5Choose a report channel, then test with one real client question.
Questions about this workflow
What if the proposal does not contain the answer?
Instruct Notis to flag missing information rather than invent an answer, then supply the correct detail before sending.
Can this workflow send the answer directly?
This workflow creates a draft. You can review and send it from Gmail.
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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