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Prepare member welcome emails without losing your onboarding rhythm

Start onboarding with a ready-to-review Gmail draft that keeps the member's context and next steps together.

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

Writing each welcome email from scratch creates extra work and makes it easy to miss a useful first step.

  • Reduce repeated onboarding writing
  • Keep a human review step before sending
  • Include relevant member details in one draft

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 create a welcome email draft using the member details and onboarding next steps you provide.
  • 4Choose a webhook trigger and specify how your onboarding process will start it.
  • 5Choose where run reports go, then test with one real member example.

Questions about this workflow

Does Notis send the welcome email automatically?

No. This workflow creates a Gmail draft for you to review and send.

What member details can the draft include?

Notis can use details returned by Brilliant Directories. Name any required details in your instruction, and provide them if the source does not return 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.

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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