Prepare a prospect research pack in Drive
Get the details needed for a follow-up decision into one concise document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Founders lose time piecing together contact data and notes before deciding whether to follow up.
- Bring returned contact details and supplied notes together
- Make prospect review quicker to scan
- Keep a useful record for later follow-up
Setup
Build it in a few focused steps.
- 1Connect Bettercontact and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for prospect research packs.
- 3Tell Notis to enrich the submitted prospect with Bettercontact and save returned contact details with supplied notes in a concise Drive document.
- 4Choose the notis_webhook trigger and a channel for reports.
- 5Test using one real prospect request.
Questions about this workflow
Can it research a prospect beyond Bettercontact?
Only information returned by Bettercontact or supplied in the request is grounded for this workflow.
Can the pack suggest a follow-up?
Include your follow-up criteria in the instruction. The pack should identify missing information when the criteria cannot be assessed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bettercontact to Google Drive. A trigger fires from one place; an action lands in another.
Bettercontact 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.
Bettercontact and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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