Give the right reviewer access to a campaign report
Handle report access as part of the review request, with the recipient and role stated clearly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Why this helps
Review gets delayed when the report is ready but the right person cannot open it.
- Reduce manual access follow-up.
- Grant a specified role to the intended reviewer.
- Keep report sharing connected to the review request.
Setup
Build it in a few focused steps.
- 1Connect Google Drive once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and give it a name.
- 3Tell Notis to find the specified campaign report and grant the named reviewer the requested sharing role.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with a real report and an intended reviewer, then confirm access.
Questions about this workflow
What must the request include?
Include enough information to identify the file, the reviewer, and the requested role.
Can it share with anyone who has the link?
Drive supports an anyone permission, but request that explicitly only when that access is intended.
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
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