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Send clearer access instructions to new members

Put the right login or access guidance into a draft, using the verified steps your team provides.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

New members can get stuck when access steps are buried in internal notes or written differently each time.

  • Make onboarding steps easier to follow
  • Keep instructions consistent and reviewable
  • Avoid inventing access details

Setup

Build it in a few focused steps.

  • 1Connect Brilliant Directories and Gmail once in the Notis portal.
  • 2Create an automation by telling Notis the outcome in plain language.
  • 3In one instruction, ask Notis to draft the verified access steps and support contact included in the request for the specified member.
  • 4Choose a webhook trigger and specify when access instructions are ready to prepare.
  • 5Choose where run reports go, then test with one real onboarding example.

Questions about this workflow

Can Notis generate login credentials?

No. Provide verified access steps and never ask the workflow to invent credentials.

Will the instructions email be sent?

No. The workflow creates a Gmail draft for a person to review and send.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Brilliant directories to Gmail. A trigger fires from one place; an action lands in another.

Brilliant directories triggers

Gmail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

Connect any two apps with Notis in the middle.

Brilliant directories and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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