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Prepare a board update from scorecard results

Turn submitted measures into a concise update that is easier to review before a board meeting.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Board materials take time when the raw scorecard needs a separate explanation and prioritization pass.

  • Creates a concise narrative from submitted measures.
  • Uses supplied context for explanations and flags missing details.
  • Keeps the reporting period visible in the document.

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 draft a board update from submitted scorecard data and supplied narrative context, flagging unsupported explanations.
  • 4Choose the Notis webhook trigger and send the snapshot and context.
  • 5Choose where run reports go, then test with one real board reporting example.

Questions about this workflow

Will it create board conclusions automatically?

It can summarize the supplied data, but recommendations or explanations should be reviewed and grounded in context you provide.

Can I include confidential context?

Include only information appropriate for the connected Google Drive and the audience with access to the resulting file.

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.

TriggerScheduled

Add file sharing preference

Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Copy file

Duplicates an existing file in google drive, identified by its `file id`.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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