Give each quarter a deliberate strategy reset
Use a short set of review prompts to decide what still deserves focus next quarter.
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
Priorities can carry forward by default even when the assumptions behind them have changed.
- Prompts a review of goals and KPI relevance.
- Surfaces assumptions that may need confirmation.
- Creates a draft to adapt before sharing.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and Gmail once in the Notis portal.
- 2Create an automation and describe the quarterly review prompts 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 questions in the draft.
Questions about this workflow
Can it decide which priorities to stop?
It can prompt a discussion, but a decision requires your criteria and judgment. The schedule does not provide evidence about changing assumptions by itself.
Does it include current scorecard metrics?
Only if those metrics are provided to the automation or available through its connected source context.
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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