Keep transaction review context with its Drive file
Send a review note to Notis and attach it to the relevant supporting file in Drive.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Review context can get separated from supporting documents when it lives in chat or a separate note.
- Keep a review note alongside its supporting file.
- Make the context available to collaborators with file access.
- Reduce lost follow-up details across chat and documents.
Setup
Build it in a few focused steps.
- 1Connect Brex and Google Drive once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to add the supplied Brex transaction review context as a comment on the specified Drive file.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real file and review note.
Questions about this workflow
Does Notis find the Drive file automatically?
Provide enough information for Notis to identify the intended file, such as its Drive file ID or an unambiguous reference.
What if the note includes a disputed transaction?
The comment records the supplied context. It does not change the transaction or make a dispute decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Google Drive. A trigger fires from one place; an action lands in another.
Brex 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.
Brex and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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