Hand off Bonsai client work with the context intact
Give a teammate a focused summary of the client, current work, commitments, and next steps in Drive.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A handoff often depends on someone remembering details that were never brought together in one place.
- Make handoffs faster to prepare.
- Keep known commitments and next steps together.
- Call out details that need confirmation.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create an internal handoff document from available Bonsai client and project context, with a section for details that need confirmation.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real client handoff example.
Questions about this workflow
Can it identify the next owner?
Only if the owner is present in the Bonsai information or request context. Instruct Notis to flag an unassigned item.
Is the document shared automatically?
No. This workflow creates a file in Google Drive; sharing permissions require a separate Drive action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Google Drive. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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