Keep important client updates in a clean format
Create a consistent document from the updates you send, so a key decision or milestone does not stay buried in an email thread.
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
Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
Why this helps
Useful project decisions and milestones disappear into sent mail and are awkward to share as a document.
- Preserve important updates in a readable document.
- Make project milestones easier to share.
- Keep a simpler record of decisions and next steps.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a clean PDF from each sent client update, retaining the key decisions, milestones, and next steps.
- 4Pick Email Sent as the trigger and choose where run reports go.
- 5Test it with one real sent client update.
Questions about this workflow
Does this PDF include the full email thread?
Describe whether you want the sent message or relevant thread context included. Check the first output to confirm the level of detail.
Can this be limited to client updates?
Tell Notis how to recognize a client update in the message. The trigger itself does not provide filters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Cloudlayer. A trigger fires from one place; an action lands in another.
Gmail triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
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Convert HTML to PDF
Tool to convert html or a public url into a pdf document. use when you need programmatic pdf generation from html content.
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Connect any two apps with Notis in the middle.
Gmail and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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