Get prospect context into Drive
Review public pages for a prospect and collect the relevant context in one 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
Prospect research is time consuming and details get scattered across open tabs.
- Keep public context and source URLs together.
- Make preparation easier to review before outreach.
- Avoid repeating the same web search.
Setup
Build it in a few focused steps.
- 1Connect Anchor browser and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Ask Notis in one instruction to research the prospect or URLs supplied, summarize relevant public details, include source links, and create a Google Drive document.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one prospect.
Questions about this workflow
Does Notis have access to private prospect data?
This workflow uses the public web pages available through Anchor browser and anything you provide in the request.
Can I include my own research questions?
Yes. Add the questions to the webhook request or the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anchor browser to Google Drive. A trigger fires from one place; an action lands in another.
Anchor browser 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.
Anchor browser 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.