Bring fundraising priorities back into view
Review the priorities and dates you provide in one scheduled Drive note, so important follow-up has a place in your working rhythm.
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
Important fundraising follow-up can be easy to lose when priorities live in different notes and are not reviewed consistently.
- Revisit supplied priorities on a regular cadence.
- Keep stated due dates visible in one document.
- Make review preparation more consistent.
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 fundraising priority reviews.
- 3Tell Notis to organize the priorities and due dates supplied for each run into a Drive review note.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real set of priorities and confirm the dates and owners are accurate.
Questions about this workflow
Will it collect open actions from Blackbaud automatically?
No. The available trigger is a Notis schedule, not a Blackbaud event. Provide the priorities and dates to include.
Can it decide what is most important?
It can organize or rank items using criteria you provide. Without criteria or status context, it should not assume priority.
Does it remind owners about due dates?
No. This workflow creates a Drive review note and does not send reminders.
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.