Make proposal cover notes more relevant to the company
Bring useful firmographic context into your proposal email while keeping the proposal facts in your control.
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 proposal cover note can feel generic when company research and proposal details are gathered separately.
- Add relevant company context to a proposal cover note.
- Keep pricing and proposal claims tied to details you provide.
- Review the message before sending.
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and Gmail once in Notis.
- 2Create an automation and describe the cover note outcome.
- 3Ask Notis to research the company and draft a cover note using the proposal details and recipient context you provide.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real proposal and verify all details in the draft.
Questions about this workflow
Can Notis attach the proposal file?
This workflow drafts the cover note. Include attachment handling only if your connected setup supports it and you provide the correct file details.
Will it invent proposal terms?
Instruct Notis to use only the terms and facts you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigpicture io to Gmail. A trigger fires from one place; an action lands in another.
Bigpicture io 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.
Bigpicture io and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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