Review client responses in one focused pass
Get a scheduled Drive digest of available proposal responses, with the client context and next steps easy to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Checking proposals one by one breaks focus and makes important client replies harder to spot.
- Collects available responses into one review document.
- Makes it easier to scan for decisions and questions.
- Reduces repeated checking across proposals.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for response summaries.
- 3Tell Notis to review available client responses and write a concise digest with proposal context to a Drive document.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real response review and verify the summary against the source response.
Questions about this workflow
Can the digest include only responses since the last run?
Ask Notis to use available timestamps or provide a cutoff. If the source does not expose a usable timestamp or history, that boundary must be supplied.
Will the digest include a recommendation?
You can ask Notis to suggest a next step based on the response, while keeping the actual decision with you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Google Drive. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.