Make monthly prospect reviews easier to prepare
Have a review brief ready so you can focus on decisions and next steps instead of collecting context.
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
A recurring prospect review can lose momentum when the information needed to prepare it is spread across Apollo records.
- Create a repeatable starting point for prospect reviews.
- Gather selected Apollo context in a Drive document.
- Keep review preparation easy to resume month to month.
Setup
Build it in a few focused steps.
- 1Connect Apollo and Google Drive once in the Notis portal.
- 2Create an automation in Notis and name it for the monthly prospect review.
- 3Tell Notis which Apollo prospect information to include in a new Drive review brief.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real prospect review example.
Questions about this workflow
Can the brief compare this month with last month?
Only if last month's baseline or change history is available to Notis or you provide it.
Can I choose which prospects to review?
Describe the prospects in your instruction or webhook context. The workflow does not add unsupported filters or fields.
What starts the workflow?
A recurring Notis schedule starts it at the cadence you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Google Drive. A trigger fires from one place; an action lands in another.
Apollo 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.
Apollo 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.