Catch Client Details That Need Verification
Put incomplete client information in one review note before it slows down the next step.
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
Missing client details can hold up outreach, approvals, or project handoff when no one notices them early.
- Identify incomplete details for review.
- Keep client data verification visible.
- Avoid filling gaps with assumptions.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: review client information for the specified proposals and create a Gmail draft listing details that are missing or need verification; do not infer values.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client record and confirm the report reflects actual gaps.
Questions about this workflow
Can Notis update the client record too?
This workflow only creates a review draft. Verify information before making any client record update.
What does it do with missing data?
It lists missing or unverified details for your attention rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Gmail. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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