Make donation follow-ups easier to review
Bring donation details that may need attention into one draft, ready for a careful check.
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
Donation follow-ups can be delayed when records and email tasks are reviewed separately.
- Review donation records that may need a follow-up.
- Keep the message as a draft for a human accuracy check.
- Avoid inventing donor context or payment details that are not available.
Setup
Build it in a few focused steps.
- 1Connect ChMeetings and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available ChMeetings donation information for follow-up items and create a Gmail draft that clearly marks uncertain or missing context.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real record and check the draft for accuracy and appropriate handling.
Questions about this workflow
Does this send donor emails?
No. It creates a draft so you can verify the context and decide whether to send it.
Can it determine why a donation needs follow-up?
Only if that reason is present in the information available to Notis. The draft should label missing context rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chmeetings to Gmail. A trigger fires from one place; an action lands in another.
Chmeetings 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.
Chmeetings and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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