See fundraising status in a digest you can revisit
Collect the status details you want reviewed, then let Notis turn them into a concise digest saved in Google Drive on your schedule.
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
Status updates can sit in separate notes until someone has time to gather them, making it harder to see what needs attention.
- Review supplied status information in a consistent format.
- Create a dated document for each scheduled run.
- Make follow-up priorities easier to spot.
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 the status review.
- 3Tell Notis to summarize the fundraising status details provided for each run into a dated Google Drive digest.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real set of supplied status notes and review the digest.
Questions about this workflow
Will the schedule automatically read Blackbaud records?
The available trigger is a Notis cron schedule, and no Blackbaud trigger events are listed. Provide the status information Notis should summarize.
Can the digest identify overdue follow-ups?
It can call out follow-ups when the supplied information includes due dates or status context. Notis should not invent missing dates or history.
Where does the digest go?
The action creates a new text-based file in Google Drive. Specify the desired folder details in the instruction if needed.
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.