Skip to content
Notis

Find campaign documents ready for a results update

Surface likely follow-up documents so completed campaigns do not disappear from view.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Find file

Tool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.

Why this helps

Campaign plans may stay in Drive without the results recap that makes them useful later.

  • Find likely campaign documents for follow-up.
  • Keep post-send review work visible.
  • Reduce the chance that campaign records remain incomplete.

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 give it a name.
  • 3Ask Notis to search your chosen Drive folder for campaign documents that appear to lack a results recap, using available ActiveTrail campaign context, and create a dated list of matches in Drive.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with a real folder and inspect the matches before relying on the review.

Questions about this workflow

Can it know whether a document is complete?

Only if completion is clear from the document or your instruction. Describe what counts as a results recap.

Will it modify the campaign files?

No. This workflow searches for likely candidates and creates a review list.

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.

TriggerScheduled

Add file sharing preference

Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Copy file

Duplicates an existing file in google drive, identified by its `file id`.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.