Start the weekly KPI review with notes ready
Have a consistent review document ready with measures, movement, and questions to resolve.
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
Recurring KPI reviews often start with someone rebuilding the same notes and agenda.
- Provides a consistent place to review submitted measures.
- Separates observed movement from questions that still need context.
- Reduces time spent preparing a recurring 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 prepare weekly review notes from the latest scorecard data made available to the run, and flag unavailable data.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose where run reports go, then test with one real scorecard snapshot.
Questions about this workflow
Will Notis fetch scorecard data automatically?
This trigger is a schedule. Make the latest scorecard data available to the automation or its prompt; the workflow cannot rely on an unlisted BSC Designer event.
Can it determine why a KPI moved?
It can summarize changes shown in supplied data, but causal explanations require supporting context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.