Stay Informed Daily: Active Deal Email Digest
Each morning, Notis lists all email threads from active HubSpot deals—latest message, sender, and status. No context-switching, just a clear inbox summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List threads
Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.
Why this helps
You start your day not knowing what's happened overnight in deal emails. You spend 30 minutes digging through threads to catch up. By then, momentum is lost.
- Start your day fully informed
- No 30-minute email archaeology
- Catch customer messages fast
- Your brain is ready to work, not catch up
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Gmail to Notis.
- 2Tell Notis: 'Every morning at 8am, send me a digest of all email threads from active deals. Include the latest message, who sent it, and deal status. Highlight urgent threads (customers asking questions, deals stalled, etc.).'
- 3Set your preferred time and notification channel.
- 4Select 'Recurring schedule' (notis_cron) as the trigger.
- 5First morning, review the digest format and ask Notis to adjust if needed.
Questions about this workflow
Can I get this digest at a different time or frequency?
Yes. Change the time or ask for twice-daily, weekly, or custom schedule.
What defines 'active deals'?
Deals not yet closed or lost. You can refine—e.g., 'Only deals in Proposal stage or later.'
Can I exclude low-priority deals from the digest?
Yes. Ask Notis to filter by deal value, stage, or owner if you want to focus on high-stakes deals.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Gmail. A trigger fires from one place; an action lands in another.
Hubspot triggers
Gmail actions
Contact Created Trigger
Contact Created Trigger
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Not just Hubspot and Gmail. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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