Start quarterly planning with the right questions
Set up a focused planning conversation before the next period begins.
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
Quarterly planning loses momentum when teams arrive without aligning on desired outcomes and how they will measure them.
- Prompts alignment on objectives and expected outcomes.
- Makes measurement part of the planning conversation.
- Creates a draft that can be customized to the next quarter.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and Gmail once in the Notis portal.
- 2Create an automation and describe the planning email in one instruction.
- 3Pick the Notis cron trigger, set a quarterly schedule, and choose where run reports should go.
- 4Run it once and review the prompts before the planning cycle.
Questions about this workflow
Does it set objectives in BSC Designer?
No. This workflow creates a Gmail draft to prepare the planning conversation.
Can it use last quarter's results?
Only if those results are available to the automation. The scheduled trigger alone does not supply historical data.
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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