Keep accepted proposals moving into delivery
Each week, turn newly accepted proposals in your supplied data into clear handoff drafts for your review.
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
A client can accept and still wait for next steps while sales and delivery work compete for attention.
- Make the transition from acceptance to delivery easier to track.
- Use confirmed handoff details in the message.
- Review each draft before it reaches a client.
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 handoff email for accepted proposals in the supplied data, including only confirmed next steps and contacts.
- 4Choose notis_cron as the trigger and select a weekly schedule.
- 5Choose a report channel, then test with one accepted proposal and verify the handoff details.
Questions about this workflow
Will this workflow assign a delivery owner?
Only if the owner is supplied in the context. Notis should flag missing ownership rather than choose one.
Does the draft go to the client automatically?
No. It creates drafts in Gmail for 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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