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Notis

Give stakeholders a clear monthly progress summary

Make it easier to share what changed, what needs attention, and where input is needed.

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

Stakeholders need a clear view of progress, but assembling a readable summary can become another monthly task.

  • Provides a repeatable stakeholder summary structure.
  • Separates progress, risks, and requests for input.
  • Creates a draft ready for current results and review.

Setup

Build it in a few focused steps.

  • 1Connect BSC Designer and Gmail once in the Notis portal.
  • 2Create an automation and describe the stakeholder summary draft in one instruction.
  • 3Pick the Notis cron trigger, set a monthly schedule, and choose where run reports should go.
  • 4Run it once and review the summary structure and intended recipients.

Questions about this workflow

Will it generate the current month's metrics?

Only if the automation has access to those results. Otherwise, the draft can provide headings for you to fill in.

Can it send directly to stakeholders?

This workflow creates a draft. Review the content and recipients before sending.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link BSC Designer to Gmail. A trigger fires from one place; an action lands in another.

BSC Designer 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.

BSC Designer and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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