Prepare and share a deal brief in one request
Create a concise deal brief and make it available to the reviewer you name in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Why this helps
Sharing deal context takes extra steps when you first have to create a summary and then locate its access settings.
- Create and share a deal summary in one workflow
- Give the named reviewer access to the brief
- Keep the original deal record in Affinity
Setup
Build it in a few focused steps.
- 1Connect Affinity and Google Drive once in the Notis portal.
- 2Create an automation named Share an Affinity Deal Brief.
- 3Tell Notis to create a brief for the identified Affinity deal in Drive and grant the specified recipient the requested access role.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one deal and an intended recipient.
Questions about this workflow
Can I specify who gets access?
Yes. Include the recipient and requested role in the webhook request and automation instruction.
Does it share the original Affinity record?
No. It creates a Drive brief and changes sharing access on that Drive file.
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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