Keep prospect briefs current before outreach
Request a fresh look at a prospect and have Notis update the designated Drive brief with the new research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit File
Updates an existing google drive file by overwriting its entire content with new text (max 10mb).
Why this helps
Outreach based on stale contact context can waste time and make follow-up feel less relevant.
- Refresh a single, known prospect brief on demand.
- Keep current research next to outreach planning.
- Avoid manually rewriting an existing brief.
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 prospect brief updates.
- 3Tell Notis to research the specified prospect in Aeroleads and replace the content of the specified Drive file with an updated, concise brief.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with a real prospect and a designated brief file.
Questions about this workflow
Will this preserve the old file contents?
The selected action overwrites the file content. Keep historical notes elsewhere if you need them.
What should the request include?
Include enough information to identify the prospect and the Drive brief that should be updated.
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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No card. Works with personal or business Google Drive.