Give recurring donor reviews their own workspace
Create a separate folder for each review period so donor review notes and materials have a clear place to gather.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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).
Why this helps
Recurring reviews become harder to navigate when each period's supporting notes are saved in an inconsistent location.
- Separate review materials by period.
- Reduce repeated workspace setup.
- Make review documents easier to locate.
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 reviews.
- 3Tell Notis to create a Drive folder for each scheduled review period using its supplied label.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review period and confirm the folder is easy to find.
Questions about this workflow
Will this create a folder for each Blackbaud supporter automatically?
No. It runs on a Notis schedule, and no Blackbaud trigger event is listed. Provide the review period or other label.
Can it create one folder per donor?
You can provide a donor-specific label for a run, but this workflow does not retrieve donor records or choose supporters.
Does it create any review documents?
No. The selected action creates a folder for materials you add separately.
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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