Add Connecteam Metric Context to Sent Performance Updates
Keep the available performance indicators close to the update you sent, so follow-up starts with shared context.
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
Get Performance Indicators
Tool to retrieve the list of performance metric indicators. use when you need to list available performance indicators for data analysis. examples: "list performance metrics".
Why this helps
A performance update can prompt a separate search for the metrics Connecteam supports, adding friction to follow-up.
- Retrieve available performance indicators after a sent update.
- Include metric context in the run report for follow-up.
- Avoid manually searching Connecteam just to see available indicators.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: 'When I send a performance update, retrieve Connecteam performance indicators and list them in the run report.'
- 4Choose the Email Sent trigger, then choose where run reports should go.
- 5Test by sending one real performance update and reviewing the result.
Questions about this workflow
Will this calculate or change performance metrics?
No. The selected action retrieves the list of available performance indicators.
Can Notis compare the indicators with past performance?
Only if you provide the needed historical data or baseline. The listed action returns available indicators, not performance history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Connecteam. A trigger fires from one place; an action lands in another.
Gmail triggers
Connecteam actions
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Connect any two apps with Notis in the middle.
Gmail and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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