Get oriented on invitees before the meeting
Bring booking and relevant contact context together in a short, private note.
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
Looking up who you are meeting and why can steal the time you meant to use for preparation.
- Put relevant contact context beside the booking.
- Keep the brief private for your review.
- Flag missing information rather than fill gaps.
Setup
Build it in a few focused steps.
- 1Connect Calendly and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it and add a prompt.
- 3Tell Notis to draft a private invitee brief using booking details and available supplied context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one upcoming invitee and check that every detail has a source.
Questions about this workflow
Can Notis enrich the brief from contacts?
Only where connected contact data is available in the context. Otherwise provide the information you want included.
Will it infer a person's role or company?
It should include those details only when they are present in the accessible data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendly to Gmail. A trigger fires from one place; an action lands in another.
Calendly 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.
Calendly and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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