Keep your monthly campaign scorecard current
Put the newest period's campaign results into the scorecard your team already reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Edit File
Updates an existing google drive file by overwriting its entire content with new text (max 10mb).
Why this helps
Recurring scorecards become less useful when someone must manually collect and enter each month's results.
- Keep the scorecard in a familiar Drive file.
- Reduce repetitive report preparation.
- Make the latest period's results easier to review.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Google Drive once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and name it.
- 3Tell Notis to find the existing scorecard, summarize the latest period's available ActiveTrail results, and update its content with a dated section.
- 4Choose a monthly schedule and select where run reports should go.
- 5Test with one real scorecard and period, then check that needed prior content remains.
Questions about this workflow
Will old scorecard content remain?
The Edit File action overwrites content. Instruct Notis to include required existing sections in the updated document, and review the first run.
Can the scorecard include targets?
Yes, if you provide the targets or they are available in the source material.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Google Drive. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.