Turn your kickoff email into a project starting point
Carry the goals and first steps from your kickoff message into a dedicated Coda doc your team can revisit.
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 doc
Creates a new coda doc, optionally copying an existing doc. note that creating a doc requires you to be a doc maker in the applicable workspace (or be auto-promoted to one).
Why this helps
Project scope and first steps can remain buried in an email instead of becoming a shared working reference.
- Give a new project a dedicated home in Coda.
- Carry stated goals and next steps forward from the kickoff email.
- Make the original thread easy to find from the project brief.
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 project kickoff docs.
- 3Tell Notis how to recognize your kickoff emails and ask it to create a Coda doc with stated goals, participants, next steps, and thread reference.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real kickoff message and review the new doc.
Questions about this workflow
Can the doc include goals that were not stated in the email?
Notis can summarize information in the message. Any extra project context needs to be supplied by you.
Can this start from a sent email?
Yes. The Email Sent event triggers when a message is sent by the authenticated user and polls the SENT label.
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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