Make older deal documents easier to review
Get a quarterly list of older deal files to assess, using criteria you choose and a human decision before any cleanup.
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 deal files take up attention because nobody has a clear moment to decide what still matters.
- Create a regular point for retention decisions.
- Focus attention on candidate files.
- Keep deletion decisions with a human reviewer.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Drive once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to list Drive files matching the deal names and age criteria you provide, then report candidates for retention review without deleting anything.
- 4Pick a quarterly schedule and a report destination.
- 5Test with a real sample and verify the file ages and names.
Questions about this workflow
Does this delete the old documents?
No. It lists candidate files and reports them for human review.
What age threshold does it use?
Specify the threshold in your instruction and provide deal context as needed.
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.