Recognize member anniversaries without a last-minute scramble
Give membership milestones a simple review step with appreciation drafts ready when you check in.
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
Member milestones are easy to miss when no one has time to scan dates and compose a personal note.
- Make member recognition more consistent
- Reduce date checking and blank-page effort
- Keep the message personal and reviewable
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 prepare appreciation drafts for anniversaries surfaced by the member dates you provide.
- 4Pick a recurring schedule as the trigger and choose a cadence suited to milestone reviews.
- 5Choose where run reports go, then test with one known anniversary.
Questions about this workflow
Can it calculate member anniversaries?
Only if the needed join date is returned or included, and your instruction states the anniversary rule.
Will the email be sent on the anniversary?
No. This workflow creates drafts during the scheduled run for you to review.
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.
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.
Brilliant directories and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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