Review donation activity in one concise summary
Get a readable summary of the available donation activity and the questions that still need an answer.
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
Building a clear donation activity update takes time when records need to be gathered and summarized manually.
- Summarize donation activity available for a specified period.
- Make missing totals or reporting context visible.
- Review before sharing sensitive financial information.
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 the reporting period and which available donation information to summarize in a Gmail draft, including any missing totals or context.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real period and check figures against ChMeetings.
Questions about this workflow
Can it calculate totals?
Ask for totals only when the necessary donation records and values are available. Verify any calculated figure against ChMeetings before sharing.
Will it send the summary?
No. This workflow creates a draft for review.
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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