Keep foreign exchange activity easy to review
Collect the month's available FX activity into a dated note for finance review.
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
Foreign exchange activity can be easy to overlook when reviewing account movements across a busy month.
- Keep FX activity in a dated record.
- Reduce context switching during finance review.
- Make it easier to revisit the month's activity.
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 the FX activity summary you want Notis to create in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the log is saved in Drive.
Questions about this workflow
Can it calculate gains or losses?
Only ask for calculations based on values available through Airwallex or information you provide. Add any required rates or baselines that are not available.
Can I choose what the log includes?
Yes. State the date range and the details you want included in the automation instruction.
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.
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.
Airwallex 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.