Keep the proposal library easier to trust
Review proposal documents on a schedule and get a short list of files that may need a human decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Files and Folders
Tool to list a user's files and folders in google drive. use this to search or browse for files and folders based on various criteria.
Why this helps
Old proposals and similar drafts accumulate until nobody is sure which document to reuse.
- Create a repeatable proposal library review.
- Surface possible duplicates and old drafts.
- Keep decisions with a person who can verify the context.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Drive once in Notis.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to list proposal-related Drive files and report possible duplicates or old drafts using the date and status criteria you supply.
- 4Choose a recurring schedule and select a report channel.
- 5Test with a real sample of proposal files and review the candidates.
Questions about this workflow
Can it tell whether a proposal is still valid?
Only if its status or relevant context is provided. The report should be treated as a review queue.
Will it delete old drafts?
No. The workflow lists files and reports candidates; it does not delete them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Google Drive. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.