Make onboarding follow-ups visible before they are missed
Create a recurring Drive checklist from member onboarding items and dates available to Notis, with unknown details called out for review.
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
Follow-ups fall through when onboarding status and next steps are not reviewed consistently.
- Creates a regular prompt to review open onboarding work.
- Groups available next steps in one checklist.
- Calls attention to missing status or date information.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for onboarding follow-ups.
- 3Tell Notis to create a Drive checklist of outstanding onboarding follow-ups from the member and status information available to it, flagging missing owners or dates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the checklist against known onboarding work.
Questions about this workflow
Will Notis know which onboarding tasks are outstanding?
Only if task status or equivalent context is accessible or supplied. The app description does not specify a built-in task status feed.
Can the checklist assign owners and due dates?
Use owner and date details available in the source data or provide them in the request. Notis should flag missing information rather than invent it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Google Drive. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories 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.