Keep an easy-to-scan inventory of outreach files
Get a recurring inventory of the Drive materials you use to prepare customer outreach.
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
Without a current view of working files, useful assets can be overlooked or duplicated.
- See relevant working files in one run report.
- Make periodic file reviews easier to start.
- Spot materials that may need organizing.
Setup
Build it in a few focused steps.
- 1Connect Cardly and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the outreach inventory.
- 3Tell Notis which Drive location or file criteria to inventory and how to organize the report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real inventory run.
Questions about this workflow
Does this workflow move or change files?
No. It lists Drive files and folders for review.
How does it know which files relate to outreach?
Specify a folder or search criteria in your instruction so Notis can identify the relevant Drive items.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cardly to Google Drive. A trigger fires from one place; an action lands in another.
Cardly 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.
Cardly and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.