Make record risks easier to review
Send the risk details and context to Notis and save a clear review note in Drive.
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
Potential issues can be overlooked when warning signs and context are separated across records.
- Gather supplied warning signs and context in one note.
- Make open questions visible for review.
- Keep a record for follow-up.
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and Google Drive once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Ask Notis to organize the risk indicators and context included in each request into a review note in Drive, marking unknowns clearly.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real review request.
Questions about this workflow
Does Notis decide whether a record is risky?
It can organize and summarize the supplied information. Set review criteria in your instruction and include the relevant details.
Can it access a record's history?
Only history included in the request can be used.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApptiveGrid to Google Drive. A trigger fires from one place; an action lands in another.
ApptiveGrid 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.
ApptiveGrid 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.