Prepare for a sales conversation with a company dossier
Send a company website and your research questions. Notis gathers relevant public details and saves a focused dossier in Drive.
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 prospect conversation can mean repeatedly hunting through company pages and losing the useful details.
- Collect relevant public company details in one place.
- Prepare faster for prospect conversations.
- Keep account research accessible in Drive.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account research.
- 3In one instruction, tell Notis to review the supplied company pages for the details you need and save a concise dossier to Drive.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real company website and check the saved dossier.
Questions about this workflow
Can this find personal contact details?
The workflow should focus on information available on the supplied company pages. Name the specific public business details you need in the instruction.
Can I include more than one company?
Yes. Include the company URLs in the webhook request and ask Notis to keep each company's findings clearly separated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Google Drive. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql 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.