Prepare a clear follow-up brief for each proposal
Capture the current status and next-step context in Drive before you write to a client.
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
When follow-up time arrives, proposal status and the reason for the last conversation may be buried in different places.
- Bring the supplied status and client context into one brief.
- Make the next conversation easier to prepare.
- Call out missing context rather than guessing at it.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to turn the submitted proposal status and client context into a concise follow-up brief, clearly flagging information that was not provided.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real proposal and review the brief before using it for outreach.
Questions about this workflow
Does this automation send the follow-up to the client?
No. It creates a preparation brief in Drive. You can use the brief to decide what to say and when to contact the client.
Will it know the client's conversation history?
Only if that context is included in the webhook request or returned by the connected Bidsketch access. The brief should identify missing information.
How does the brief get created?
Notis uses the supplied proposal status and context to write a text document in Google Drive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Google Drive. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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