Start each monthly strategy review prepared
A recurring email draft gives the monthly review a clear opening and a place to capture decisions.
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
Monthly reviews become repetitive status meetings when results and decisions are not collected in a consistent format.
- Prompts a consistent monthly strategy review.
- Makes space for results, decisions, and carry-forward items.
- Creates an editable Gmail draft.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and Gmail once in the Notis portal.
- 2Create an automation and describe the monthly review email 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 draft structure.
Questions about this workflow
Will it summarize the month's BSC Designer results?
Only if those results are available to the automation. The schedule itself does not supply scorecard history, so the draft can prompt you to review it.
Can I change the review checklist?
Yes. Describe the sections or questions you want in the automation instruction.
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.
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.
BSC Designer and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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