Keep scheduled reports filed by month
Generate the report on schedule and route it into the right monthly folder for easy retrieval.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Move File
Tool to move a file from one folder to another in google drive. use when you need to reorganize files by changing their parent folder(s).
Why this helps
Recurring reports become harder to compare when each month's file is saved in a different place or left in an inbox.
- Generate and file recurring PDF reports.
- Keep reports organized by the intended period.
- Avoid a monthly manual filing reminder.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Google Drive once in the Notis portal.
- 2Create an automation and name it.
- 3Tell Notis to generate the current report as a PDF with Api2pdf and move it to the matching Drive folder.
- 4Choose a recurring schedule and report channel, then test with one real report period.
Questions about this workflow
Does the workflow create monthly folders?
This version moves a file into a destination folder. Specify how to identify an existing folder, or use a separate folder creation step.
What supplies the report content?
Name the accessible report source or provide the content needed for the scheduled run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Google Drive. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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