Prepare email drafts for upcoming image launches
Create draft emails from launch briefs available at the scheduled run, then review them in HubSpot before using them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a new marketing email
Creates a new marketing email in hubspot, allowing comprehensive configuration of content, recipients, sender details, a/b testing, scheduling, web version, and other settings; the internal `name` for the email is required.
Why this helps
Email preparation often falls behind image launch work when each draft has to be started manually.
- Create drafts for upcoming launches available to the run.
- Move email preparation into a repeatable routine.
- Keep final email review and send decisions in HubSpot.
Setup
Build it in a few focused steps.
- 1Connect Claid AI and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a HubSpot marketing email draft for each upcoming launch brief available at run time, using supplied content and sender details.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real brief and review the email draft in HubSpot.
Questions about this workflow
Will the scheduled workflow send the email?
No. It creates a draft. Review content, recipients, and settings in HubSpot before sending.
What if sender details or email content are missing?
Provide them in the launch brief or make their absence a reason for the automation to report that it cannot create the draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Claid ai to Hubspot. A trigger fires from one place; an action lands in another.
Claid ai triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Claid ai and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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