Get the quarterly strategy review ready
Bring results, supplied comparisons, and unresolved questions into one review pack.
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
Quarterly reviews lose momentum when results, prior periods, and decision questions are assembled at the last minute.
- Organizes quarterly information in one document.
- Uses comparisons only when prior-period data is available.
- Highlights unresolved questions for discussion.
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 assemble quarterly review notes from the scorecard and strategy context made available to the run.
- 4Choose a recurring quarterly Notis schedule as the trigger.
- 5Choose where run reports go, then test with one real quarter of data.
Questions about this workflow
Can it compare quarters?
Yes, if both current and prior-period scorecard data are supplied.
Does the schedule pull strategy context from BSC Designer?
The schedule starts the run. Ensure the relevant source details are available; no BSC Designer trigger event is configured here.
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.