Start new project documents from a Drive template
Use a webhook at project kickoff to make a copy of an existing Drive template for the new Breeze project.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Why this helps
Starting documents from scratch makes project setup slower and leads to inconsistent briefs.
- Reuse a familiar document structure for each project.
- Reduce repetitive setup work.
- Keep project kickoff materials consistent.
Setup
Build it in a few focused steps.
- 1Connect Breeze and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which existing Drive file to copy and how to name the copy using Breeze project details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project and inspect the copied file.
Questions about this workflow
Does the workflow fill in the copied template?
The Copy file action duplicates an existing file. This workflow does not fill in the copy's content.
What does the request need to identify?
Provide enough information to identify the Breeze project and the existing Drive template file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Breeze to Google Drive. A trigger fires from one place; an action lands in another.
Breeze 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.
Breeze 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.