Give each prospect review batch a Drive folder
Start each monthly review with a dated folder ready for the batch's research materials.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Monthly review files blend together, making it harder to know which materials belong to each cycle.
- Make each review cycle easy to identify
- Give the batch a consistent home
- Reduce manual folder setup
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 monthly prospect reviews.
- 3Tell Notis to create a Google Drive folder named for the current prospect review period and any supplied batch identifier.
- 4Choose the notis_cron trigger and set where run reports should go.
- 5Test with one scheduled run and check the folder name.
Questions about this workflow
Does the schedule find the prospects to review?
No. This workflow creates the folder. Supply a prospect batch separately if you also want Bettercontact enrichment.
Can each folder be named by date?
Instruct Notis to use the current run period in the folder name.
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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