Bring proposal documents together
After sending a proposal note, use its context to merge the related accessible PDFs into one client-ready packet.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Merge PDFs
Tool to merge multiple pdf documents into a single pdf. use when you need to concatenate several pdfs on the server-side.
Why this helps
Supporting proposal documents often live in separate files, making follow-up harder to keep organized.
- Consolidate proposal materials into one PDF
- Reduce manual file stitching
- Keep the packet task tied to the sent email
Setup
Build it in a few focused steps.
- 1Connect Gmail and Api2pdf once in the Notis portal.
- 2Create an automation and name it for proposal packet merging.
- 3Tell Notis which accessible proposal PDFs are associated with each sent message and ask Api2pdf to merge them.
- 4Pick the Gmail Email Sent trigger, then choose where run reports should go.
- 5Test with one real sent proposal and its accessible source PDFs.
Questions about this workflow
Will this send the merged packet to the recipient?
The action merges PDFs. The workflow described here does not send email or attach the resulting file.
How does it choose the proposal documents?
The Gmail trigger supplies sender, recipients, subject, timestamp, and thread ID. Specify how to find the related accessible PDFs.
Can I merge one main proposal with supporting material?
Yes. Identify the source PDFs and desired contents in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Api2pdf. A trigger fires from one place; an action lands in another.
Gmail triggers
Api2pdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Gmail and Api2pdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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