Review partnership proposals with less inbox digging
Keep the proposal and its stated terms together in a document you can read when you are ready to evaluate it.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Why this helps
Partnership proposals compete with daily email, and their details can be difficult to compare later.
- Preserve proposal details in a document for later review.
- Create a consistent review copy from relevant emails.
- Use async document creation for longer generation tasks.
Setup
Build it in a few focused steps.
- 1Connect Gmail and DocRaptor once in the Notis portal.
- 2Create an automation for partnership proposal reviews.
- 3Tell Notis to identify partnership proposals and create a PDF review copy that organizes the offer and terms stated in the email.
- 4Pick New Gmail Message Received as the trigger and set a report destination.
- 5Test with one real proposal email.
Questions about this workflow
Does this evaluate whether the offer is worthwhile?
It creates a review document from the stated offer. It does not supply missing financial or business context.
What if the proposal is in a linked page?
This workflow uses the email content. It does not promise to retrieve or convert linked content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to DocRaptor. A trigger fires from one place; an action lands in another.
Gmail triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
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.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Gmail and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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