Keep client relationship context close
Prepare for a client check-in by reviewing the threads that relate to active Bonsai work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List threads
Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.
Why this helps
Client conversations accumulate over time and become difficult to recap before a meeting or project decision.
- Gather relevant threads for a recurring client review.
- See communication context before a check-in.
- Base the recap on conversations that Gmail returns.
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 add a name and prompt.
- 3Ask Notis to use Bonsai active-client context to retrieve relevant Gmail threads and summarize recent communication for your review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one client and verify the thread window and summary.
Questions about this workflow
Can it measure relationship health?
Not from thread retrieval alone. Provide clear criteria if you want Notis to flag patterns, and treat the result as a review aid.
Will it include every message ever sent?
Thread retrieval depends on the search terms, filters, pagination, and data available from Gmail.
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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