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Add Followed-Up Customers to Email Autopilot

Keep feedback collection moving after you send an important customer follow-up.

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

Add Person to Autopilot Email

Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.

Why this helps

Remembering which customers to enroll in ongoing feedback programs competes with the work of serving them.

  • Enroll relevant contacts from an existing customer follow-up.
  • Maintain a consistent feedback program with less manual administration.
  • Update Delighted contact properties when the sent message provides useful context.

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Delighted once in the Notis portal.
  • 2Create an automation in Automations, then choose New Automation.
  • 3Tell Notis which sent customer emails should enroll or update the recipient in Delighted email Autopilot.
  • 4Choose the Email Sent trigger, select a report channel, and test with one real example.

Questions about this workflow

Does this send a survey immediately?

This action adds a person to email Autopilot or updates their properties. Survey delivery follows the Autopilot configuration in Delighted.

Can Notis enroll every recipient on every sent message?

State in your instruction which sent messages and recipients qualify. The trigger provides sent message metadata such as recipients, subject, timestamp, and thread ID.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Gmail to Delighted. A trigger fires from one place; an action lands in another.

Gmail triggers

Delighted actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Person to Autopilot Email

Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Person to Autopilot SMS

Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.

ActionInstant

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.

TriggerPolling

Create or Update Person

Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Delete Pending Survey Requests

Tool to remove all pending (scheduled but not yet sent) survey requests for a person. Use when you need to cancel all future surveys for a specific email address.

ActionInstant

Delete Person

Tool to remove a person and all associated data from Delighted. Use when you need to permanently delete a person's information. Deletion includes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe/bounce status.

ActionInstant

Get Autopilot Email Configuration

Tool to retrieve the current Autopilot configuration for email distribution. Returns configuration details including whether Autopilot is active, survey frequency, and timestamps.

ActionInstant

Get Autopilot SMS Configuration

Tool to retrieve the current Autopilot configuration for SMS distribution. Use when you need to check whether Autopilot is enabled, review survey frequency settings, or examine configuration timestamps for SMS surveys.

ActionInstant

List Autopilot SMS Memberships

Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.

ActionInstant

Connect any two apps with Notis in the middle.

Gmail and Delighted, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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