Prepare for renewals with the email context already gathered
Bring relevant renewal conversations into view before a customer check-in or planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Why this helps
Renewal context can be buried in old threads and easy to overlook until a meeting is close.
- Gather relevant correspondence before a renewal checkpoint.
- Use supplied account and timing context to guide the search.
- Make preparation more consistent across customer conversations.
Setup
Build it in a few focused steps.
- 1Connect Browser tool and Gmail once in Notis.
- 2Create an automation and describe the renewal messages and customer context to find.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real renewal review.
Questions about this workflow
Can this determine renewal dates from Gmail?
It can search message content you specify. Provide renewal dates or account context if they are not clearly available in Gmail.
Does this update a CRM?
No. The target action is Gmail message retrieval for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browser tool to Gmail. A trigger fires from one place; an action lands in another.
Browser tool 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.
Browser tool and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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