Keep a quarterly company portfolio scan in Drive
Create a repeatable snapshot of the companies you choose to review, with the scope and open questions included.
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
A portfolio review can become a large, distracting project when company context has to be gathered from scratch.
- Gather multiple company snapshots for a regular review.
- Keep each scan's coverage and date clear.
- Spot research gaps across the supplied portfolio.
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, specify how the company portfolio is supplied and ask Notis to save a dated quarterly scan of returned insights and gaps.
- 4Pick a quarterly schedule trigger and choose where run reports should go.
- 5Test with a small real set of companies.
Questions about this workflow
Can this scan an unspecified portfolio automatically?
No. Supply the company list or explain how the automation receives it.
Does it make investment decisions?
No. It organizes returned company research for your review and should identify missing 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
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.