Prepare invoice follow-ups without rebuilding the context
Create a ready-to-review draft from Bonsai invoice details so you can move to the next client conversation faster.
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
Invoice follow-up slips when payment context and client details take too long to assemble.
- Gather invoice context in a single draft.
- Keep the message available for review before sending.
- Reduce time spent reconstructing billing status.
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 draft a polite invoice follow-up from the Bonsai invoice context and save it in Drive for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real invoice example and check the draft before use.
Questions about this workflow
Does this workflow send an email?
No. It creates a draft document in Drive for you to review. The available action creates a file from text.
Can it state whether an invoice is overdue?
Only when the invoice details returned by Bonsai support that conclusion. Ask Notis to flag missing or unclear payment information.
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.