Add a Booking Next Step to Your Proposal Follow-Up
You have sent the proposal. Notis can prepare a Calendly link for the next discussion while the conversation is still active.
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
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
After sending a proposal, the next meeting step can be easy to forget among other work.
- Make the next meeting step easier to prepare after a proposal.
- Create a link with a defined maximum number of bookings.
- Keep the generated link in your run 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, and enter a name and prompt.
- 3In one instruction, ask Notis to create a limited-use Calendly link when you send a proposal and report the link.
- 4Choose the Email Sent trigger and select where run reports go.
- 5Test with one real sent proposal email and review the report.
Questions about this workflow
Can it tell every sent email is a proposal?
Describe how to recognize proposal emails in the prompt. If the subject or body does not provide enough context, supply the needed qualification details.
Does Notis send the link to the recipient?
This workflow creates the Calendly link and reports it. The listed action does not send a Gmail follow-up.
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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