Follow up on KPI gaps with a clear next step
Convert a reported KPI shortfall into a thoughtful follow-up draft with a specific ask.
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
Following up on missed KPI targets can mean manually finding each gap and deciding what to ask next.
- Identifies the KPI gaps included in the submitted update.
- Prepares clear questions about causes and next steps.
- Keeps the follow-up in drafts until reviewed.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and Gmail once in the Notis portal.
- 2Create an automation and describe how to follow up on reported KPI gaps in one instruction.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Send one real update with an off-track KPI and review the draft.
Questions about this workflow
Does it know who owns each KPI?
Only if the submitted update or available BSC Designer data includes the owner. Otherwise, the draft can ask you to identify one.
Does it send the follow-up?
No. It creates a Gmail draft so you can check the recipient and wording.
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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