See your Bonsai client portfolio in one review document
Turn a scheduled portfolio check into a concise document that helps you decide where attention is needed.
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
Client work spans multiple projects, making it hard to see the broader picture without a manual review.
- Make a portfolio review easier to scan.
- Bring client and project context together.
- Surface missing status details for follow-up.
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 summarize available client and project information into a portfolio review document and mark unavailable status fields.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real portfolio review example.
Questions about this workflow
Can the review rank clients by risk?
Only if Bonsai provides a meaningful status or criteria. Supply your definition of risk in the instruction and ask Notis to show its supporting details.
Will it include every client?
That depends on the information returned for the request. Test the scope and adjust the instruction to specify which clients to review.
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
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.