Make the sales brief available to the right reviewers
Keep a designated Drive brief accessible to the people who need it, with a scheduled permission update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Reviewers can miss a sales brief when they do not have access at the time they need to read it.
- Apply the requested access role to the designated Drive file.
- Reduce manual permission follow-up for recurring reviews.
- Keep sharing limited to the intended reviewers you specify.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Google Drive once in the Notis portal.
- 2Create an automation and instruct Notis which designated sales brief to share and with whom.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real example, then save the automation.
Questions about this workflow
Does this create a sales brief?
No. This workflow updates sharing for an existing Google Drive file. Create or identify the brief separately.
Can I grant access to a group or user?
Yes. Specify the intended user, group, domain, or anyone setting and the role in your instruction. Sharing broadly should be intentional.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Google Drive. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.