Make sent proposals easy to follow up on
Keep a simple record of proposals you have sent, so the next check-in is easier to remember and find.
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
After sending a proposal, the follow-up date and conversation can get buried beneath newer email.
- Collect sent proposals in a single review location.
- Keep recipient and thread details close to the follow-up record.
- Reduce inbox searching when it is time to check in.
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 proposal follow-up.
- 3Tell Notis how to recognize a proposal you send and ask it to create a Coda page with recipient, subject, summary, and thread reference.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real proposal email and confirm the record is clear.
Questions about this workflow
Can it set a follow-up date?
Ask Notis to suggest a date only if your instruction provides a timing rule. If you want a date based on your sales process, include that rule.
Does the event provide the proposal contents?
The event description guarantees sent message metadata including subject and thread ID. Notis can use the connected Gmail access to inspect available message content.
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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