Spot proposals that need a status check
Set your own review criteria and get a scheduled Drive report of proposals that may need a status update.
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
A proposal can remain in an old status when no one has a simple way to spot it.
- Highlights proposals matching your review criteria.
- Leaves status decisions with the team.
- Creates a repeatable place to track what needs attention.
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 status reviews.
- 3Tell Notis to review proposal data against your stated criteria and save matching items in a Drive report.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real status review and verify the criteria against the available data.
Questions about this workflow
Can Notis infer how old a proposal is?
Only when the source provides usable dates. Otherwise, supply a cutoff date or another clear review rule.
Does this change any proposal statuses?
No. It creates a report for review and does not update Better Proposals.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.