Give each prospecting review a dedicated folder
Prepare a fresh folder on schedule so prospect research and review materials have a clear home.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Recurring review materials can end up mixed together when every cycle starts without a clean place to collect them.
- Give each review cycle a distinct place for materials.
- Reduce setup overhead before review time.
- Make prior review folders easier to locate by date.
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 prospecting review setup.
- 3Tell Notis to create a dated Google Drive folder for each prospecting review cycle.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test once to confirm the folder naming instruction.
Questions about this workflow
Does this folder contain prospect data automatically?
This workflow creates the folder. Ask for a separate research step if you also want results saved there.
How should the folder be named?
Include the date or review period in your plain language instruction.
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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