Start each month from a ready report template
Begin the monthly payment review with a fresh copy of the document you already use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Why this helps
Repeatedly finding and duplicating a report template adds friction to a routine review.
- Create a fresh working copy on schedule.
- Keep the original template intact.
- Reduce repetitive document setup.
Setup
Build it in a few focused steps.
- 1Connect BTCPay Server and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to copy the specified Drive template for the new month and name the copy with the current reporting period.
- 4Choose a monthly schedule and where run reports should go.
- 5Test with one real example and confirm the correct template was copied.
Questions about this workflow
Does Notis fill in the copied report?
This workflow copies a file. If you want payment data added, describe that outcome and ensure the required data is available.
What does Notis need to find the template?
Provide the template file identifier or a clear instruction for locating the intended file in Drive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Btcpay server to Google Drive. A trigger fires from one place; an action lands in another.
Btcpay server 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.
Btcpay server 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.