Make certificate retention reviews easier to prepare
Bring the items due for a retention decision into a clear review record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Retention reviews can be delayed when teams have to identify relevant certificates from scratch each time.
- Create a repeatable retention review artifact.
- Apply rules you specify to available certificate information.
- Help reviewers focus on decisions rather than gathering details.
Setup
Build it in a few focused steps.
- 1Connect CertSeal and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for retention review.
- 3Tell Notis which retention rules and period to apply; provide expiry or history information if it is not available from connected data.
- 4Choose the recurring schedule and report destination.
- 5Test with one real certificate record and confirm the rules select the intended items.
Questions about this workflow
Does CertSeal provide expiry or retention dates to this workflow?
This depends on the available data. Confirm those details are available or supply them before relying on the review.
Does this delete certificates or files?
No. It creates a review record. It does not delete or alter certificates or Drive files.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CertSeal to Google Drive. A trigger fires from one place; an action lands in another.
CertSeal 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.
CertSeal 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.