Keep customer onboarding moving with a clear next step
Check where a customer is in the process and prepare a message that helps them continue.
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
Customers can stall when onboarding is split across tools and the next helpful message is easy to forget.
- Ground the next message in visible onboarding progress.
- Make customer follow-up easier to pick up.
- Keep the message in draft for review.
Setup
Build it in a few focused steps.
- 1Connect Browserless and Gmail once in Notis.
- 2Create an automation from Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, identify the customer progress source and ask Notis to draft the next helpful message based only on steps visibly incomplete.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real customer record and verify progress and recipient details.
Questions about this workflow
Can it infer what a customer has completed?
Only from progress information visible in the source. If the page does not show completion, that information is missing.
Will it send the onboarding email?
No. It prepares a draft for you to review and send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Browserless to Gmail. A trigger fires from one place; an action lands in another.
Browserless 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.
Browserless and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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