Make generated files easier to scan and search
Apply one clear naming pattern to selected output files so they are easier to recognize later.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update File (Metadata)
Updates file metadata. uses patch semantics (partial update) as per google drive api v3. use this tool to modify attributes of an existing file like its name, description, or parent folders. note: this action currently supports metadata updates only. file content updates require multipart/related upload and are not yet implemented.
Why this helps
Inconsistent filenames make generated files hard to scan, search, and distinguish from one another.
- Make filenames more predictable.
- Improve scanability in shared folders.
- Reduce manual cleanup after document generation.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Google Drive once in the Notis portal.
- 2Create a new automation in Automations and give it a clear name.
- 3Tell Notis: Find the specified ActiveMerge output files and update each file name to follow my stated naming pattern using only available details.
- 4Choose a recurring schedule, select where run reports should go, and test with one real file.
- 5Review the new name and refine the pattern before applying it more broadly.
Questions about this workflow
Can it include a client name or date?
Yes, if that information is present in file details or supplied by you and your instruction explains the naming pattern.
Will it change the document content?
No. This workflow updates file metadata such as its name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Google Drive. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
ActiveMerge and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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