Prepare partner access for campaign reviews
Set up access for recurring review checkpoints so the right collaborator can open the campaign file.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Repeatedly setting file permissions for partner reviews adds friction to a time-sensitive launch.
- Make recurring review access easier to prepare.
- Apply a specified role to the intended collaborator.
- Reduce last minute permission updates.
Setup
Build it in a few focused steps.
- 1Connect Benchmark email and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for partner campaign access.
- 3Tell Notis which file, partner, and sharing role to use for the access update.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real file and confirm the intended partner and role.
Questions about this workflow
Can it grant access to a whole domain?
The sharing action supports a user, group, domain, or anyone. State the intended recipient type and role clearly.
Is a recurring schedule appropriate if access should end later?
This action adds or modifies sharing preferences. It does not define an expiration, so include a separate review of access removal if access is temporary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Benchmark email to Google Drive. A trigger fires from one place; an action lands in another.
Benchmark email 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.
Benchmark email 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.