Make donation review easier with a Drive summary
Get a readable summary of donation information in Drive on a schedule that suits your review routine.
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
Donation review can involve switching between records and notes just to understand the current picture.
- Bring relevant donation information into one review document.
- Surface questions and gaps for follow-up.
- Keep a recurring review artifact in Drive.
Setup
Build it in a few focused steps.
- 1Connect ChMeetings and Google Drive once in Notis.
- 2Create an automation in Automations or describe the desired summary to Notis.
- 3In one instruction, ask Notis to summarize the donation information available in ChMeetings for the review period and save it as a Drive file.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and check the summary for accuracy.
Questions about this workflow
Can Notis summarize a period that ChMeetings does not expose?
No. The summary is limited to information available through the connected ChMeetings access and the requested period.
Does this change donation records?
No. This workflow creates a summary document in Google Drive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chmeetings to Google Drive. A trigger fires from one place; an action lands in another.
Chmeetings 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.
Chmeetings 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.