Make scorecard review a steady habit
Get a recurring reminder draft that makes it easier to start the review and record the next steps.
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
Scorecard reviews can slip when they compete with a full founder workload and have no reliable prompt.
- Creates a recurring prompt to review strategic performance.
- Includes a practical checklist for decisions and follow-ups.
- Provides a draft you can adjust before sending.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and Gmail once in the Notis portal.
- 2Create an automation and describe the reminder and checklist in one instruction.
- 3Pick the Notis cron trigger, set its schedule, and choose where run reports should go.
- 4Run it once and review the Gmail draft and schedule.
Questions about this workflow
Does the reminder include current KPI results?
The schedule starts the automation. Include any desired review data in the instruction or provide it through an available source; otherwise the reminder can ask you to open BSC Designer.
Can I choose how often it runs?
Yes. Choose the recurring schedule when selecting the Notis cron trigger.
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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