Review lead evidence without repeating the same checks
Get a scheduled view of what supports qualification and what still needs checking.
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
Lead qualification becomes inconsistent when criteria and research are revisited from memory.
- Apply criteria you state consistently across a specified lead set.
- Separate available evidence from missing information.
- Review qualification findings in a single draft.
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and Gmail once in Notis.
- 2Create an automation and describe your lead criteria and review outcome.
- 3Ask Notis to research the leads you specify and draft evidence and unknowns against each criterion.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real lead and confirm the criteria are represented accurately.
Questions about this workflow
Does this create new leads?
No. It researches the leads you specify and prepares a Gmail summary draft.
What if research cannot verify a criterion?
Ask Notis to mark it unknown and avoid treating missing information as a positive signal.
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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