Keep the onboarding guidance you send easy to reuse
Save a document copy of onboarding emails so you can quickly revisit the guidance you have already shared.
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 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.
Why this helps
Repeated onboarding questions take longer to answer when prior instructions are buried in Sent mail.
- Keep sent onboarding instructions in a readable format.
- Make prior guidance easier to find when questions return.
- Maintain a useful record of what was shared.
Setup
Build it in a few focused steps.
- 1Connect Gmail and DocRaptor once in the Notis portal.
- 2Create an automation for sent onboarding instruction copies.
- 3Tell Notis to identify client onboarding emails you send and create a PDF record of the message content.
- 4Pick Email Sent as the trigger and choose where run reports go.
- 5Test with one real onboarding email.
Questions about this workflow
Will it send the PDF to the client?
No. The workflow creates a document record from your sent email.
Can it reuse instructions automatically in future replies?
This workflow saves a PDF copy. It does not draft or send replies.
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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