Get a research report ready for an advisor
Turn a research question into a Drive report and share it with the advisor who needs to review the findings.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload File
Uploads a file (max 5mb) to google drive, moving it to a specified folder if a valid folder id is provided, otherwise uploads to root.
Why this helps
Getting a useful research summary to an advisor can involve repeated copying, file creation, and access follow-up.
- Creates a Drive copy of the requested research report.
- Grants a specified advisor access to the report.
- Combines research preparation and sharing in one request.
Setup
Build it in a few focused steps.
- 1Connect Bigdata.com MCP and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for advisor reports.
- 3Tell Notis what to research, what report to create, where to save it, and which advisor should receive access.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real report request and confirm the document and intended access.
Questions about this workflow
Who will receive access?
Specify the advisor and intended sharing role in your instruction. Confirm the recipient and role in a test run.
Can it share a report that already exists?
This workflow is designed to create a report and share it. For an existing file, the instruction must identify that file clearly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigdata.com MCP to Google Drive. A trigger fires from one place; an action lands in another.
Bigdata.com MCP 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.
Bigdata.com MCP and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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