Review email connected to document work each day
Let Notis gather the messages that match your document workflow criteria and surface the follow-up context in a run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Why this helps
Important client replies can get buried while you are focused on creating or revising documents.
- Bring relevant document conversations into one review.
- Surface questions or next steps in the run report.
- Keep inbox review aligned with your work routine.
Setup
Build it in a few focused steps.
- 1Connect Cloudlayer and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for document email review.
- 3In one instruction, describe the Gmail messages to fetch and ask Notis to summarize unanswered questions and useful next steps using the Cloudlayer document context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real matching email and check the report for accuracy.
Questions about this workflow
Does this workflow read every message?
Describe the messages and filters you want Notis to fetch. Gmail's fetch action supports filtering, pagination, and optional full content retrieval.
Can it know which Cloudlayer documents were generated?
Only if that document information is available in the workflow context you provide. Do not assume an automatic Cloudlayer trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Gmail. A trigger fires from one place; an action lands in another.
Cloudlayer 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.
Cloudlayer and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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