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Notis

Find the customer files your BotPenguin team needs

Search Drive on a schedule using customer details you provide, then review the matching files in the run report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Find file

Tool to list or search for files and folders in google drive. use when you need to find specific files based on query criteria or list contents of a drive/folder.

Why this helps

Finding past customer documents can interrupt a conversation and leave an agent waiting for context.

  • Surface relevant documents with less manual searching
  • Keep customer reference material easier to locate
  • Use a consistent search routine

Setup

Build it in a few focused steps.

  • 1Connect BotPenguin and Google Drive to Notis once in the portal.
  • 2Create an automation named Customer File Finder.
  • 3Tell Notis to search Google Drive using the BotPenguin customer details made available to it and report matching files.
  • 4Choose a recurring Notis schedule and select where run reports should go.
  • 5Run it with one real customer example and confirm the results are relevant.

Questions about this workflow

Does this respond to a live BotPenguin conversation?

No. It runs on a Notis schedule. Customer details must be made available to the automation.

What will the run report contain?

It will surface matching files found by the Drive search so you can review the results.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link BotPenguin to Google Drive. A trigger fires from one place; an action lands in another.

BotPenguin triggers

Google Drive actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add file sharing preference

Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Copy file

Duplicates an existing file in google drive, identified by its `file id`.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

BotPenguin 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.