Review a batch of leads in one Drive document
Get a single summary document for a batch of prospects instead of opening a new research trail for each one.
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
Reviewing leads one at a time adds repetitive context switching and makes gaps hard to compare.
- Review several supplied leads in one document.
- Compare returned context and gaps across prospects.
- Reduce repetitive research setup for a batch.
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to research the supplied lead list and save a structured summary of returned context and missing information for each lead.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a small real batch of leads.
Questions about this workflow
How many leads can I include?
The usable batch size depends on the request and research response. Start with a small real batch and adjust if needed.
Can it rank the leads?
Yes, if you provide ranking criteria. Notis should distinguish returned evidence from inferred fit and note unavailable information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigpicture io to Google Drive. A trigger fires from one place; an action lands in another.
Bigpicture io 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.
Bigpicture io and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Drive.