Keep customer file access review on the calendar
Use a recurring reminder to review account files in Drive and decide whether their current sharing still makes sense.
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
Customer documents can remain shared long after a project or relationship changes because access reviews are easy to forget.
- Put access reviews on a predictable schedule.
- Surface account-related files for a person to inspect.
- Keep permission decisions deliberate.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for access review.
- 3Tell Notis to list files matching the account names and criteria you provide, then report them as candidates for a human permissions review.
- 4Pick the recurring schedule trigger and a run report destination.
- 5Test with one real account and check the listed files.
Questions about this workflow
Does this inspect or change permissions?
This workflow lists files only. Review actual permissions separately before deciding on changes.
Can it build its account list from Capsule?
No Capsule trigger event is available in this package. Supply the account list and relevant criteria.
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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No card. Works with personal or business Google Drive.