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Notis

Share the right finance report when someone needs it

Start a sharing request and have Notis grant the specified role on the existing Drive report.

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

Access requests can linger when someone has to find the right file and update its sharing settings manually.

  • Reduce manual steps for routine report access requests.
  • Apply the requested role to the specified person or group.
  • Keep a report of workflow runs for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Airwallex and Google Drive once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Describe which existing report to share and the requested role in one instruction.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real example and confirm the intended permission was added.

Questions about this workflow

What must the request specify?

Provide enough information to identify the existing Drive file, the recipient, and the role to grant. The sharing action supports a user, group, domain, or anyone.

Can this create a report if one does not exist?

This workflow only shares an existing file. Create the report separately or use a workflow designed to create one.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airwallex to Google Drive. A trigger fires from one place; an action lands in another.

Airwallex triggers

Google Drive actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add file sharing preference

Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Copy file

Duplicates an existing file in google drive, identified by its `file id`.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Airwallex 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.