Send monthly retainer usage updates
Give clients visibility into retainer usage before surprises appear.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
Retainer conversations become tense when usage is shared too late.
- Show usage before month end
- Explain remaining capacity clearly
- Create a repeatable client touchpoint
Setup
Build it in a few focused steps.
- 1Connect Clockify and Gmail once in Notis.
- 2Create an automation named Monthly retainer usage update.
- 3Tell Notis to summarize retainer hours from Clockify and email the client a clear usage update.
- 4Choose a monthly cron trigger, select the report channel, and test with one retainer project.
Questions about this workflow
Can it include forecasted remaining hours?
Yes, if the prompt asks Notis to calculate it from the available retainer and tracked-hour data.
Can I send it as a draft first?
Yes, use the Create email draft action for a review step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clockify to Gmail. A trigger fires from one place; an action lands in another.
Clockify 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.
Clockify and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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