Make room for thoughtful donor stewardship
Create a fresh Drive workspace for each stewardship planning period so the materials you choose to collect have a consistent home.
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
Stewardship planning gets harder when notes and follow-up materials have no consistent place to collect between reviews.
- Create a dedicated workspace for each planning period.
- Make follow-up materials easier to gather.
- Reduce repeated folder setup.
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 stewardship planning.
- 3Tell Notis to create a Drive folder for each scheduled stewardship period using its supplied label.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real period label and confirm the folder appears.
Questions about this workflow
Does this read supporter data from Blackbaud on each run?
No. The schedule starts the automation, and no Blackbaud trigger events are available. Provide any donor or period context needed.
Can this create folders for monthly or quarterly planning?
Yes. Choose the recurring schedule that fits your stewardship review cycle and provide a period label for each run.
What does it put in the folder?
The selected action creates a folder. Add documents separately as your planning work proceeds.
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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No card. Works with personal or business Google Drive.