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Notis

Prepare donor thank you drafts for review

Create thoughtful draft notes from the details provided, then keep them in Drive for a person to review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Personal follow-up takes care, but drafting each note from scratch adds work after a donation update.

  • Reduce time spent drafting routine acknowledgments.
  • Keep drafts available for review before sending.
  • Use only the donor and donation details provided.

Setup

Build it in a few focused steps.

  • 1Connect ChMeetings and Google Drive once in Notis.
  • 2Create an automation in Automations or describe the draft outcome to Notis.
  • 3In one instruction, ask Notis to prepare unsent thank you drafts from the incoming request and available donation details, then save them in Drive.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real request and review each draft before use.

Questions about this workflow

Does this send the thank you notes?

No. The selected action saves draft text as a Drive file. A person can review and send it through the appropriate channel.

Can it include personal details not in the request or ChMeetings?

No. It should use only supplied or accessible details and leave out unsupported assumptions.

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.

TriggerScheduled

Add file sharing preference

Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Copy file

Duplicates an existing file in google drive, identified by its `file id`.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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

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