Keep recurring donor stewardship on track
Build a monthly moment for thoughtful donor outreach, with drafts ready for 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
Stewardship can become inconsistent when recurring donor care depends on remembering to start each message.
- Create a repeatable donor care review.
- Reduce the work of starting each message.
- Keep email personalization grounded in available records.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Gmail once in Notis.
- 2Create an automation and describe the recurring donors and stewardship drafts to prepare.
- 3Pick a monthly schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real recurring donor and review the draft.
Questions about this workflow
Can it mention a donor's giving amount?
Only if that detail is available and you explicitly want it used. Keep sensitive details out of messages unless appropriate.
Are the drafts sent on the schedule?
No. The schedule prepares drafts for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Gmail. A trigger fires from one place; an action lands in another.
Blackbaud 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.
Blackbaud and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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