Put prospect research beside the working file
Use a request to find prospects, summarize the relevant context, and add that note to the Drive file your team is already using.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Research context can disappear when it lives separately from the document where a teammate needs to act.
- Keep a short research summary alongside the working file.
- Make the reason for a prospect search visible to collaborators.
- Reduce copy and paste between research and Drive.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for research notes.
- 3Tell Notis to search Aeroleads, summarize the relevant findings, and comment on the specified Google Drive file.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with a real search and a file where a comment is appropriate.
Questions about this workflow
What file gets the comment?
Provide the target file details in the webhook request or in the automation instruction.
Can the comment include the full lead list?
Ask for a concise summary. Large or detailed results are generally easier to review in a separate Drive document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Google Drive. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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