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Notis

Bring contact context into recurring CheckFlow planning

Start planning with the people details your recurring processes rely on.

Trigger

Recurring schedule

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

Action

Get People

Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.

Why this helps

Process planning slows down when relationship context is spread across contact records.

  • Prepare with better context
  • Reduce contact searching
  • Support consistent outreach

Setup

Build it in a few focused steps.

  • 1Connect CheckFlow and Gmail in the Notis portal.
  • 2Create a new automation in Automations with a name and prompt.
  • 3Tell Notis to retrieve the specified People records or other contacts and summarize details relevant to the recurring CheckFlow work.
  • 4Pick a recurring schedule trigger.
  • 5Choose a report channel, then test with one contact query.

Questions about this workflow

Can it search other contacts?

Yes. Ask Notis to include other contacts when the action supports that option.

Does it send outreach?

No. It provides contact context for a later action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

CheckFlow 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.

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

When this happens · Trigger

Do this · Action

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