Carry campaign learning into the next plan
Turn the outcomes and observations you provide into a dated lessons note, ready to inform your next fundraising review.
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
Useful campaign learning often disappears into old notes before it can shape the next plan.
- Preserve supplied observations for future planning.
- Create a dated record for each review period.
- Make learning easier to revisit across campaigns.
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 campaign learning.
- 3Tell Notis to organize the campaign outcomes and lessons supplied for each run into a dated Drive note.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real campaign retrospective and review the captured lessons.
Questions about this workflow
Will Notis calculate campaign performance?
Only if you supply the relevant figures and ask for a calculation. This workflow does not fetch Blackbaud data from a scheduled trigger.
Can it compare with prior campaigns?
Provide the relevant prior baseline and current results. Notis should not assume a baseline it cannot access.
Does this create a separate note each run?
Yes. The selected action creates a new file from the supplied text on each run.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.