Walk into client meetings with Bonsai context ready
Gather project status, commitments, and open questions in a short prep document before the call.
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
Preparing for client conversations takes too long when context lives across separate project records.
- Prepare from project context without manual recopying.
- Keep open questions visible before the meeting.
- Create a consistent pre-call routine.
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 a meeting prep pack using available Bonsai client context, with status, commitments, and questions to ask.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real upcoming client meeting.
Questions about this workflow
Will it know the meeting agenda?
Only if you include the agenda in the webhook request or it is available in the Bonsai context. Otherwise ask Notis to list suggested questions based on known project details.
Can I use the document as a client-facing agenda?
Yes, after reviewing it. The workflow creates a document and does not send or share it.
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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No card. Works with personal or business Google Drive.