Make file sharing part of the email follow-through
When you send a client email about a deliverable, ask Notis to create a Box shared link for the file so the next step is ready.
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
Add shared link to file
Adds a shared link to a file.
Why this helps
After sending an update, it is easy to forget the file link or spend another round trip finding and sharing it.
- Reduce missed file sharing after client updates
- Prepare a link while the email context is fresh
- Keep the sharing step connected to the message that prompted it
Setup
Build it in a few focused steps.
- 1Connect Gmail and Box once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to identify sent client emails that refer to a Box deliverable and create a shared link for the matching file.
- 4Pick Email Sent as the trigger.
- 5Choose a report channel, then test with one real sent email and file.
Questions about this workflow
Can Notis send the link to the client too?
This workflow creates the Box shared link. Use your instruction and available actions to specify the follow-up you want; this package's action is to add a shared link to the file.
What if the email could match more than one file?
Ask Notis to report ambiguous matches for review instead of choosing a file without enough evidence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Box. A trigger fires from one place; an action lands in another.
Gmail triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
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.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
Add or update user avatar
Adds or updates a user avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
Gmail and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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