Keep target account research on a steady cadence
Review your chosen accounts on a schedule and keep each run's findings in a dated Drive document.
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 research gets postponed when it depends on remembering to revisit each company manually.
- Put recurring research on a dependable schedule.
- Keep each review's date and scope visible.
- Make account planning easier to resume after busy weeks.
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 the target accounts or explain how to supply them, and ask Notis to save a dated summary of returned insights and gaps in Drive.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real account before relying on the recurring run.
Questions about this workflow
How does Notis know which accounts to review?
Name the accounts in the instruction or provide the account list through the run input. Do not assume Notis has access to a list that was not supplied.
Will each scheduled review compare changes over time?
Only if the prior baseline is available to the automation. Otherwise each document should be treated as a new research snapshot.
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.