Keep client project updates moving
Give clients a clear progress update draft without rebuilding the story from scattered project details.
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
Regular client updates slip when project status lives in one tool and the message has to be assembled somewhere else.
- Create a recurring nudge to prepare project updates.
- Summarize only status and details available from Bonsai.
- Review each draft before sharing it with a client.
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 its name and prompt.
- 3Tell Notis to review available Bonsai project context and draft concise client progress updates for projects that appear to need one.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real project and check that its Gmail draft is accurate.
Questions about this workflow
Can Notis know what changed since the last update?
Only if Bonsai provides that history in the data returned. If it does not, supply the relevant baseline or ask for a current status summary instead.
Can the automation send the drafts on the schedule?
This workflow creates drafts. You can review and send them 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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