Send recurring client update emails
Make regular client communication happen without a blank page every week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Email
Send an email using agentmail api
Why this helps
Recurring updates slip when they depend on remembering to draft and send them.
- Keep clients informed consistently
- Reduce recurring drafting work
- Use a predictable update structure
Setup
Build it in a few focused steps.
- 1Connect Timelinesai and Agent mail once in Notis.
- 2Create an automation for scheduled client updates.
- 3Tell Notis to use the supplied current facts to draft and send a concise update, clearly marking missing information.
- 4Pick the Notis recurring schedule trigger and a report channel.
- 5Run one test cycle and verify the delivered email.
Questions about this workflow
Where do the update facts come from?
Provide them in the automation context or the scheduled trigger payload.
Can it skip a cycle when there is no update?
Yes. Instruct Notis to report no send when no meaningful facts are supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Agent mail. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Send Email
Send an email using agentmail api
Connect any two apps with Notis in the middle.
Timelinesai and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Agent mail.