Surface prospect files that need a review
Run a recurring Drive search and put matching prospect files into a short review list for your next work block.
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
Prospect documents can sit untouched because nobody has a simple way to see which ones meet review criteria.
- Bring matching files into one review list.
- Use a repeatable search instruction.
- Reduce manual folder browsing before a review.
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 file review.
- 3Tell Notis to search Google Drive for prospect files matching your stated criteria and create a dated review document listing the matches.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with criteria that match files you expect to find.
Questions about this workflow
Does this determine whether a file is overdue?
Only if the needed due date or review history is available in the file data or supplied criteria.
What does Aeroleads contribute here?
Aeroleads is connected as the source app, but this workflow's scheduled search and review list use Drive files.
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.