Research an investor before you meet
Get relevant public background and links together when an investor conversation is scheduled.
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
Investor preparation often competes with founder work and can mean repeating the same background searches.
- Start research when a meeting is booked.
- Keep public sources close to the context they support.
- Spend less time switching between search and meeting notes.
Setup
Build it in a few focused steps.
- 1Connect Ceramic and Gmail once in the Notis portal.
- 2Create an automation named Investor Background Note.
- 3In one instruction, ask Notis to research the investor or firm in the request and draft a concise linked meeting note.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real investor request and review the Gmail draft.
Questions about this workflow
Can I include our fundraising stage?
Yes. Include your stage and meeting goals so the note can focus on relevant public context.
Does it send a message to the investor?
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 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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