Keep important customer updates easy to revisit
Save the updates that shape a customer relationship in a shared record you can find without searching sent mail.
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 a page
Create a new page in a doc. note that creating a page requires you to be a doc maker in the applicable workspace.
Why this helps
Important updates to customers can be difficult for teammates to find when they need context later.
- Preserve context around important customer communications.
- Make customer history accessible in your Coda workspace.
- Keep a reference to the original Gmail thread.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer update records.
- 3Tell Notis which sent customer updates to preserve and ask it to add the recipient, summary, timestamp, and thread reference to a page in your chosen Coda doc.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real update and review the summary and source reference.
Questions about this workflow
Will every sent email be archived?
Describe which updates are important enough to record so routine messages can be left out.
Which message details does the trigger provide?
The Email Sent trigger emits sender, recipients, subject, timestamp, and thread ID for sent messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Coda. A trigger fires from one place; an action lands in another.
Gmail triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Add a publishing category for a given pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
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 a permission for pack
Create or modify user, workspace, or global permissions for a given pack.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add custom domain
Add a custom domain to a published doc.
Add permission
Adds a new permission to the doc.
Begin content export
Initiate an export of content for the given page.
Content export status
Check the status of a page content export
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Connect any two apps with Notis in the middle.
Gmail and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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