Prepare a focused brief before writing a proposal
Gather a prospect's stated goals, constraints, and open questions in one brief before proposal work begins.
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
Starting a proposal means revisiting scattered prospect notes to reconstruct what the buyer actually asked for.
- Keep prospect needs separate from internal assumptions.
- Capture stated constraints and requested outcomes.
- Make unanswered questions visible before drafting.
Setup
Build it in a few focused steps.
- 1Connect Aryn and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use Aryn to extract the prospect's stated goals, constraints, requested outcomes, decision dates, and open questions from the submitted material, then create an opportunity brief in Drive.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect document and review the brief for unsupported assumptions.
Questions about this workflow
Can it draft a proposal too?
This workflow creates a brief. You can change the instruction to request a draft if that fits your review process.
How does it handle inferred information?
Ask it to label inferences separately and keep the main brief grounded in explicit statements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aryn to Google Drive. A trigger fires from one place; an action lands in another.
Aryn 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.
Aryn and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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