Spot opportunities that may be missing key materials
Give Notis your active opportunity list and the expected document types, then review a weekly report of possible gaps.
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
It is hard to notice a missing proposal or brief when active opportunities are reviewed in separate places.
- Surface possible document gaps across active opportunities.
- Make weekly pipeline review more concrete.
- Keep missing information visible for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Drive once in Notis.
- 2Create an automation in Automations, New Automation, and name it for opportunity materials checks.
- 3Tell Notis to search Drive for files matching the opportunity names and expected document types you provide, then report opportunities with no apparent match.
- 4Choose a weekly schedule and a report destination.
- 5Test with a real opportunity list and verify the possible gaps.
Questions about this workflow
Can it know which opportunities are active?
Only from the current list or context you provide. No Capsule trigger event is available here.
Does a missing match prove the file does not exist?
No. Names or search criteria may differ, so treat each reported gap as a prompt to check.
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.