Keep client meeting recaps beside your working files
Send Notis your recap and client reference, then have it add relevant Agiled context and create a Google Drive document.
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
Meeting notes can remain disconnected from client records, leaving decisions and follow-ups harder to find later.
- Connect meeting notes to client context
- Keep decisions and follow-ups in a searchable document
- Avoid reformatting notes after a call
Setup
Build it in a few focused steps.
- 1Connect Agiled and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to use the supplied recap, find the matching Agiled client, and create a Drive document with decisions and follow-ups clearly organized.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real meeting recap.
Questions about this workflow
Does Notis generate the meeting transcript?
This workflow uses the recap supplied with the webhook request. It can add relevant details returned from Agiled.
What if there is no matching Agiled client?
Tell Notis in the prompt to flag the missing match in its run report rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Google Drive. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.