Walk into donor meetings with the right context
Turn supplied supporter context and meeting goals into a concise prep note that is ready to review before the conversation.
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
Preparing for donor meetings often means searching multiple places and trying to remember which questions still need answers.
- Organize supplied context before the conversation.
- Keep goals and open questions visible.
- Reduce last-minute preparation.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for donor meeting preparation.
- 3Tell Notis to organize supplied supporter context, meeting goals, and questions into a prep note in Drive.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real meeting example and check names, facts, and open questions.
Questions about this workflow
Does a Blackbaud record update start the prep note?
No Blackbaud trigger event is available here. Send the supporter context and meeting details through a Notis webhook.
Can the note include giving history?
Yes, when that history is supplied in the request. Notis cannot retrieve details from the unavailable trigger.
Will it decide what to ask the donor?
It can organize questions you provide and suggest questions based on supplied context if requested. Review suggestions before using them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Google Drive. A trigger fires from one place; an action lands in another.
Blackbaud 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.
Blackbaud and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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