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Draft follow ups for unresolved Charla conversations

Start each day with customer follow ups ready to review and send.

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

Open support threads are easy to forget when they are spread across queues and inboxes.

  • Reduces missed replies
  • Keeps tone consistent
  • Leaves final approval with you

Setup

Build it in a few focused steps.

  • 1Connect Charla and Gmail once in the Notis portal.
  • 2Create an automation that drafts follow ups for unresolved conversations.
  • 3Pick the notis_cron trigger and choose the review schedule.
  • 4Choose a report channel, then test with one known unresolved chat.

Questions about this workflow

Will drafts be sent automatically?

No. The Gmail action creates drafts for your review unless you choose a sending action.

Can I set a different tone?

Yes. Include the desired tone and length in the plain language instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Charla to Gmail. A trigger fires from one place; an action lands in another.

Charla triggers

Gmail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

Connect any two apps with Notis in the middle.

Charla and Gmail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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