Give the right manager access to onboarding materials
Make the onboarding handoff smoother by granting a specified manager access to the document they need.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Why this helps
A useful onboarding document does not help if the manager cannot open it when they need it.
- Reduce access-related onboarding delays
- Give a manager the document needed for preparation
- Keep the sharing request tied to new hire context
Setup
Build it in a few focused steps.
- 1Connect BambooHR and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, specify the onboarding document, the manager's verified email, and the access role to grant based on supplied employee context.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real document and manager, then confirm the access level is appropriate.
Questions about this workflow
Can this share with anyone who has a link?
The instruction should name a specific manager and an appropriate role. Avoid broad access unless your organization explicitly requires it.
Does this create the onboarding document?
No. It changes sharing access for an existing Drive file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Google Drive. A trigger fires from one place; an action lands in another.
Bamboohr 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.
Bamboohr and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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