Keep a checkpoint copy of campaign plans
Preserve a point in time version of a plan before the next round of edits.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Why this helps
Ongoing edits can make it hard to recall what a campaign plan said at an earlier review point.
- Preserve a review checkpoint of a plan.
- Make earlier planning versions available for reference.
- Reduce manual copy creation.
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 campaign plan snapshots.
- 3Tell Notis which existing file to copy and how to name the checkpoint copy.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real plan and confirm the copied file is distinct and accessible.
Questions about this workflow
Can the workflow decide which plan to copy?
Identify the file clearly in the instruction, such as by its file id or a stable search description, so the intended plan is copied.
Will the copy replace the original?
The Copy file action duplicates an existing file. It does not overwrite the original.
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.