Make weekly video progress updates easier to send
Set a weekly schedule and let Notis turn your supplied progress notes into a client-ready Gmail draft.
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
Client updates take longer when progress notes and next steps are scattered across work sessions.
- Turn supplied notes into a weekly progress update draft.
- Keep updates easy to review before sending.
- Include next steps when provided.
Setup
Build it in a few focused steps.
- 1Connect Captions and Gmail once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Describe the outcome in one instruction: draft a client update from the Captions progress notes and next steps I provide.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example containing current progress and next steps.
Questions about this workflow
Will Notis infer progress from Captions?
This workflow uses the information available to it. Provide progress status and next steps; do not assume a Captions trigger or status lookup.
Can the update go directly to the client?
This setup creates a draft. Review the status, recipients, and wording before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Captions to Gmail. A trigger fires from one place; an action lands in another.
Captions 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.
Captions and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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