Make client handoffs easier to pick up
Give the next person a short, source grounded view of the client conversation and project context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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`.
Why this helps
A handoff can stall when the next person has to search for the project context and replay a long email thread.
- Condense project and conversation context for a handoff.
- Highlight explicit commitments and open questions.
- Make it easier to resume work without rereading every message.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Ask Notis to retrieve the specified client thread and create a brief from that thread and available Bonsai project context, noting commitments and open questions.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with a real handoff and verify the brief against both sources.
Questions about this workflow
Can it include team ownership details?
Only when ownership is present in the source context or you provide it in the instruction.
Does this forward the thread to someone?
No. It retrieves the thread and prepares a brief for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Gmail. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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