Spot deals that may need a nudge
Get a concise list of deals that appear quiet, with the available context to help you decide what to do next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Quiet deals can slip through when no one has time to inspect the full pipeline for missing follow-ups.
- Identify deals with little recent movement
- Review the available deal context before following up
- Keep a dated record of the shortlist
Setup
Build it in a few focused steps.
- 1Connect Affinity and Google Drive once in the Notis portal.
- 2Create an automation named Stale Deal Follow-up List.
- 3Tell Notis to identify deals with no recent activity in the returned Affinity data and save a shortlist with available context to Drive.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a real set of deals and confirm the activity information is available.
Questions about this workflow
How does it decide a deal is stale?
State the inactivity period you want in your instruction. Notis can only assess activity history that Affinity returns.
Will the workflow contact anyone?
No. It creates a shortlist for you to review in Google Drive.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.