Keep monthly account insights in one Drive report
Give your account review a clear recurring checkpoint, with each report dated and easy to revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Account context becomes harder to act on when updates are scattered across individual research sessions.
- Collect multiple account snapshots into a recurring report.
- Keep each research run dated and easy to compare.
- Make missing company information visible during account review.
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, name or describe how to supply the accounts and ask Notis to save a dated monthly report of returned insights and unknowns.
- 4Pick a monthly schedule trigger and choose where run reports should go.
- 5Test with one real account or a small supplied list.
Questions about this workflow
Where does the account list come from?
Provide the company names or domains, or explain how they will be supplied to the run.
Will the report show trends?
Only when a prior report or baseline is available. Otherwise it records the current returned research.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.