Spot account questions before they become surprises
Bring potential account concerns and unknowns into view while there is still time to investigate.
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
Important account questions can stay hidden when company context is only checked during an urgent issue.
- Review concerns for the accounts you specify.
- Keep supporting evidence and information gaps visible.
- Avoid presenting unverified signals as confirmed facts.
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and Gmail once in Notis.
- 2Create an automation and describe the account review outcome.
- 3Ask Notis to research the named accounts and draft potential concerns, supporting information, and unknowns for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real account and confirm uncertainty is clearly stated.
Questions about this workflow
Does the workflow determine that an account is at risk?
It can summarize signals and unknowns from available research. Supply your own definition of risk and review the findings.
Can it notify an account owner directly?
This workflow creates a Gmail draft. Provide recipients and use an appropriate send action if you want a message sent.
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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