Make agreement review meetings easier to prepare
Walk into the weekly review with a short agenda based on the signature data available to Notis.
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
Review meetings lose time when someone has to gather current agreement status while everyone is waiting.
- Prepare a focused agenda before review time.
- Separate completed, open, and unclear records.
- Keep discussion grounded in available status data.
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, then enter its name and prompt.
- 3Tell Notis to create a weekly review agenda from available agreement status data and group items by supported status.
- 4Pick a weekly Notis schedule and choose where run reports should go.
- 5Test with one real example of status records used for a review.
Questions about this workflow
Does the workflow create a calendar event?
No. It creates a Drive agenda from status data available to Notis.
Can it include owners and blockers?
Yes, when those details are present in the records or context. Missing details should be marked as unknown.
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.
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.
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.