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Notis

Spot agreements that may need filing

Bring agreement files that look out of place into a focused review list, based on criteria you define.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Find file

Tool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.

Why this helps

Agreement documents saved in unexpected places are easy to overlook until someone needs them urgently.

  • Find likely filing candidates with a repeatable search.
  • Reduce manual Drive browsing.
  • Leave final filing decisions to a human when the match is uncertain.

Setup

Build it in a few focused steps.

  • 1Connect Boloforms and Google Drive once in the Notis portal.
  • 2Create an automation from Automations, New Automation, with a name and prompt.
  • 3Tell Notis to search Drive for agreement files matching your filing criteria and report likely candidates without moving them.
  • 4Pick a recurring Notis schedule and choose where run reports should go.
  • 5Test with one real search and check the candidate list.

Questions about this workflow

Will this move files into a folder?

No. It searches and reports likely candidates so you can decide how to file them.

How does it know which files are agreements?

Define criteria based on information Drive can search, such as names or locations. Search results are candidates, not proof of document contents.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Boloforms to Google Drive. A trigger fires from one place; an action lands in another.

Boloforms triggers

Google Drive actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add file sharing preference

Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Copy file

Duplicates an existing file in google drive, identified by its `file id`.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Boloforms 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.