Turn meeting outcomes into a follow-up draft
Capture the next step while the meeting context is still easy to find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Writing a useful follow-up after a meeting can slip when notes and customer context are scattered.
- Convert supplied outcomes into a reviewable draft.
- Keep next steps and customer context together.
- Reduce the delay between a meeting and follow-up.
Setup
Build it in a few focused steps.
- 1Connect Centralstationcrm and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis to turn incoming meeting outcomes and CRM context into a concise Gmail draft for the specified recipient.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real meeting follow-up request and review the draft.
Questions about this workflow
Will Notis know what happened in a meeting automatically?
Only if meeting outcomes are included in the webhook request or otherwise available to the automation.
Will the draft be sent?
No. It creates a Gmail draft for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Gmail. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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