Get a useful brief before a contact conversation
Pull together the contact details Affinity has available and keep them in a document you can review before a call.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Preparing for a conversation means searching for contact context across records when time is short.
- Gather available contact context into one brief
- Prepare for conversations with less searching
- Keep a reusable record of conversation prep
Setup
Build it in a few focused steps.
- 1Connect Affinity and Google Drive once in the Notis portal.
- 2Create an automation named On-demand Affinity Contact Brief.
- 3Tell Notis to find the contact named in the request and save a concise brief of available Affinity context to Drive.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real contact.
Questions about this workflow
What information can the brief include?
It can include contact information and related context returned by Affinity. Ask Notis to call out details that are missing.
Can I request the brief before each meeting?
Yes. Send a webhook request for each contact brief you need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Google Drive. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity 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.