Make outreach prep easier with Apollo prospect notes
Give yourself a short, organized place to review prospect context before you write your next message.
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
Preparing personalized outreach takes extra effort when prospect details are spread across records and research.
- Review prospect context in a dedicated Drive document.
- Make recurring outreach preparation easier to pick up.
- Keep research notes accessible alongside other sales materials.
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 your outreach preparation routine.
- 3Tell Notis to review the Apollo prospect information you need and create a Drive prep note with the available context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real prospect before relying on the schedule.
Questions about this workflow
Does Apollo start this workflow?
No. A recurring Notis schedule starts it because Apollo has no listed trigger events.
Can Notis decide which prospects to include?
You can describe the prospects to review in your instruction. Do not rely on fields, filters, or history that Apollo does not provide.
Can the note include research from outside Apollo?
Only if you provide that information or connect another source that supplies it. The workflow uses the Apollo information available to Notis.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.