Close the loop when memberships renew
Turn a renewal update into a clear confirmation draft with the next relevant member detail included.
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
Renewal records may be updated without a clear confirmation reaching the member.
- Acknowledge completed renewals consistently
- Reduce administrative follow-up writing
- Keep messages reviewable before sending
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 a renewal confirmation for each completed renewal in the supplied update list, using only confirmed details.
- 4Pick a recurring schedule as the trigger and choose how often to review renewal updates.
- 5Choose where run reports go, then test with one completed renewal.
Questions about this workflow
Does the workflow know when a renewal is completed?
It needs the completed renewal details from Brilliant Directories or your supplied update list. No source trigger events are provided.
Will confirmations go out without review?
No. The action creates drafts, and you decide whether to send them.
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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