Review Customer.io segment details at approval
Make audience rules part of the approval moment.
Trigger
Keyword Detected in Document
Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.
Action
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Why this helps
A campaign gets approved without a final check that the selected segment still matches the plan.
- Adds an audience check to approval
- Returns current segment details
- Keeps signoff context in the document
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Customer.io once in Notis.
- 2Create an automation for audience approval.
- 3Tell Notis to read the document context, identify the segment, retrieve its details, and summarize risks.
- 4Pick Keyword Detected in Document as the trigger and choose a report channel.
- 5Test with one controlled approval keyword.
Questions about this workflow
Can it approve the segment automatically?
No. It provides current details for your review before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Customerio. A trigger fires from one place; an action lands in another.
Google Docs triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Google Docs and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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