Keep Task Board Context With Sent Team Updates
When a team update is sent, see the available Connecteam task boards in the run report for easier follow-through.
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 Task Boards
Tool to retrieve all task boards. use after authenticating with a valid api key to list available task boards.
Why this helps
Sending an update is easy; remembering which task board may be relevant afterward adds another loose end.
- Retrieve task boards after a sent team update.
- Keep available board context with the run report.
- Make it easier to decide whether a separate task follow-up is needed.
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 team update, retrieve Connecteam task boards and include the available list in the run report.'
- 4Choose the Email Sent trigger, then choose where run reports should go.
- 5Test by sending one real team update and reviewing the result.
Questions about this workflow
Will this create a task on a board?
No. The selected action lists task boards. It does not create or update tasks.
Can it select the right board automatically?
The action retrieves available boards. If you want a relevance assessment, describe the criteria in your instruction and review the report.
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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