Review Cardly outreach once a week
Start the week with a clear view of recent card outreach and follow-ups to consider.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
When outreach activity is spread across campaign records, it is easy to miss what needs attention.
- Bring recent outreach activity into one email
- Spot follow-ups from the activity available in Cardly
- Replace repeated dashboard checks with a scheduled review
Setup
Build it in a few focused steps.
- 1Connect Cardly and Gmail once in the Notis portal.
- 2Create an automation named Weekly Cardly outreach digest and describe the summary you want Notis to email.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test the automation against one real period of Cardly activity.
Questions about this workflow
Can it report on a date range?
Describe the period in your instruction. The summary can only use activity Cardly makes available to Notis.
Can the digest identify overdue follow-ups?
It can surface follow-ups when the relevant status or timing information is available. Provide any missing deadline or follow-up rules in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cardly to Gmail. A trigger fires from one place; an action lands in another.
Cardly 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.
Cardly and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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