Keep vendor decisions easy to retrieve
Give vendor decisions a home in Attio so you can resume the conversation without rereading every message.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Why this helps
Details agreed with vendors get buried in threads and create avoidable backtracking.
- Preserve decisions and unresolved questions.
- Make vendor follow-up easier to prepare.
- Reduce repeat reading of old email threads.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe what counts as a vendor decision or open question and ask Notis to save a concise note on the matching record.
- 4Pick the New Gmail Message Received trigger and choose where run reports go.
- 5Test with one real vendor email.
Questions about this workflow
Can this create a task in Attio?
The allowed action here creates a note. It can capture a next step in the note when the email states one.
Can it separate decisions from questions?
Yes. Say how you want those details summarized in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Attio. A trigger fires from one place; an action lands in another.
Gmail triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
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.
Delete Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
Get Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
Gmail and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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