Close the month with a clear scorecard summary
Bring monthly results and unresolved questions together in a document ready 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
Monthly reporting can become a last-minute scramble across measures and reporting periods.
- Organizes results for a defined reporting period.
- Surfaces trends only when comparison data is supplied.
- Makes data gaps visible before review.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and Google Drive once in Notis.
- 2Create an automation in Notis and name it.
- 3Tell Notis to summarize the month's scorecard data supplied to each run and identify missing comparison periods.
- 4Choose a recurring monthly Notis schedule as the trigger.
- 5Choose where run reports go, then test with one real monthly snapshot.
Questions about this workflow
Does the schedule retrieve historical scorecards?
A schedule starts the automation but does not represent a BSC Designer trigger. Make the needed scorecard data available to the run.
Can it calculate month-over-month change?
Only when the current and comparison period values are supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BSC Designer to Google Drive. A trigger fires from one place; an action lands in another.
BSC Designer 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.
BSC Designer 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.