Connect proposal status checks to the right files
Have Notis review proposal status on a schedule and search Drive for related documents to include in the report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find file
Tool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.
Why this helps
Knowing a proposal's status without finding its working documents leaves the next step unclear.
- Surfaces related working documents during status review.
- Reduces manual searching across Drive.
- Adds file context to the proposal check.
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 cross-checks.
- 3Tell Notis to review proposal statuses, search Drive for matching proposal documents, and report the results.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real proposal and confirm the found Drive files are relevant.
Questions about this workflow
Will this update the proposal status?
No. It checks status and searches Drive for files; it does not update the status.
How does the search match a proposal to a Drive file?
Ask Notis to use available client or proposal details. For reliable matching, supply identifying details or a file ID when available.
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.