Review New Leads and Prepare Booking Links Each Day
Batch the first step of meeting coordination. Notis can review recent messages on a schedule and prepare links for the new leads you define.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Why this helps
Checking the inbox repeatedly to find new leads can fragment the time you need for focused work.
- Batch lead review into a predictable scheduled run.
- Create limited-use links for messages that meet your criteria.
- See results together in one report.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis in one instruction how to identify recent new leads and create a limited-use Calendly link for each qualifying message.
- 4Choose a recurring schedule trigger and select the run report channel.
- 5Test using one real example and confirm the scheduled workflow reports the link.
Questions about this workflow
Can Notis know whether someone is already a lead?
Not unless the relevant history is available. Supply the lead criteria or needed prior context in the instruction.
How often will this run?
Choose the recurring schedule in the trigger step. Use a cadence that fits how often you want recent messages reviewed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Calendly. A trigger fires from one place; an action lands in another.
Gmail triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
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.
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Gmail and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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