Give board members a clear view of fundraising progress
Bring the fundraising updates you provide into one concise brief, with key context and open questions ready for a board discussion.
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
Board preparation takes extra time when updates need to be gathered and reshaped from multiple records and notes.
- Shape supplied progress updates for quick review.
- Make open questions visible ahead of discussion.
- Reduce manual board 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 board brief preparation.
- 3Tell Notis to organize supplied fundraising figures and updates into a concise board brief and identify missing context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real update and verify every figure and claim against supplied source material.
Questions about this workflow
Does this pull fundraising figures from Blackbaud?
No Blackbaud trigger events are available in this context. Include the figures and updates in the webhook request.
Can it compare progress with goals?
Yes, if you provide both the progress figures and the goals. It cannot assume a target that was not supplied.
Is the result ready to distribute to the board?
It is a draft brief in Drive. Review sensitive details and verify all figures before distribution.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.