Find the finance email behind the question
Search Gmail for relevant finance correspondence, then check the original messages before updating your records or making decisions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch emails
Fetches a list of email messages.
Why this helps
A finance question can stall while you search for the email that confirms an invoice, payment, or promised date.
- Locate finance correspondence by business context
- Reduce time spent searching manually
- Keep source emails available for verification
Setup
Build it in a few focused steps.
- 1Connect Cody and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for finance email searches.
- 3Describe the invoice, payment, or finance question and ask Cody to find related Gmail messages.
- 4Choose the webhook trigger, then choose a destination for run reports.
- 5Test with one real finance question and verify against the original email.
Questions about this workflow
Does this reconcile invoices or update accounting records?
No. It searches Gmail for relevant messages; verify any financial details against your accounting records.
Can I search for a payment from a particular customer?
Yes. Include the customer or other identifying context in your request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Gmail. A trigger fires from one place; an action lands in another.
Cody triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds or removes labels on an email message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a new email draft.
Batch delete Gmail messages
Permanently deletes multiple Gmail messages without moving them to the trash; this cannot be undone.
Create label
Creates a new email label.
Batch modify Gmail messages
Adds or removes labels on multiple Gmail messages.
Delete Draft
Permanently deletes an email draft, which cannot be recovered.
Delete message
Permanently deletes an email message.
Create Gmail filter
Creates a Gmail filter to organize incoming messages automatically.
Connect any two apps with Notis in the middle.
Cody and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gmail.