Monthly client interaction digest
You support dozens of clients. Notis sends you a monthly email recap of every client you've interacted with—who reached out, what you discussed, what's pending.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
You lose touch with clients between projects. You forget who you helped, what you promised, how long it's been since you checked in.
- Stay aware of all client relationships without manual tracking
- Spot clients you haven't heard from in a while
- Spot pending commitments and follow-ups you made
- One monthly email to review all relationships at once
Setup
Build it in a few focused steps.
- 1Connect Gmail to Notis.
- 2Tell Notis: "Every month, send me an email listing all my clients and a summary of recent interactions (emails, WhatsApp messages, pending items)."
- 3Set the trigger to "Notis Cron" and choose the day (e.g., first of the month at 9am).
- 4Describe what you want in the summary (last contact date, topics discussed, pending items).
- 5The first of the month, check your inbox for the summary.
Questions about this workflow
Will this include internal team members or only external clients?
You choose. You can include only clients, or add team members, vendors, or anyone you interact with.
What if a client hasn't been in contact for months?
Notis can flag them as 'cold' so you know who to reach out to for a check-in.
Can I customize the summary per client (more details for some than others)?
Yes. You can set different detail levels for VIPs vs. routine contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Gmail. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Gmail actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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).
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business 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 Whatsapp and Gmail. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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