Get recurring document handoffs ready to review
Have Notis prepare the converted files and their draft handoff emails on a schedule you choose.
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
Recurring document tasks can be easy to postpone when converting files and writing a separate email each time.
- Bring recurring file handoffs into one routine.
- Review each email and output before sending.
- Spend less time rebuilding the same handoff process.
Setup
Build it in a few focused steps.
- 1Connect CloudConvert and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the recurring document task.
- 3Tell Notis where to find the files, how to convert them, and to create Gmail drafts with the outputs attached.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real file and confirm the result before relying on the schedule.
Questions about this workflow
Where do the files come from?
Specify the source location or provide access to files in your instruction. This workflow does not create a file storage connection by itself.
Does a schedule find new files automatically?
Only if the source location and selection criteria are available to Notis. Describe the intended files clearly and test the first run.
Are the messages sent automatically?
No. This workflow creates Gmail drafts for you to check and send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudconvert to Gmail. A trigger fires from one place; an action lands in another.
Cloudconvert 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.
Cloudconvert and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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