Prepare for a customer call with focused research
Get context on a topic before a call without carrying a stack of open browser tabs into the meeting.
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
Last-minute call prep can turn into scattered searching and leave little time to think through useful questions.
- Start research only when a call needs it.
- Keep source links beside the relevant context.
- Use prep time to plan the conversation.
Setup
Build it in a few focused steps.
- 1Connect Ceramic and Gmail once in the Notis portal.
- 2Create an automation named Customer Call Topic Research.
- 3In one instruction, ask Notis to research the topic in the request and draft a short linked call prep note.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real call topic and review the Gmail draft.
Questions about this workflow
Can the request include a customer name?
It can include context you want considered, while the search uses public web content.
Will it create call questions?
Ask for suggested questions in your instruction if that would help.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ceramic to Gmail. A trigger fires from one place; an action lands in another.
Ceramic 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.
Ceramic and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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