Surface the right company research without making another copy
When Clay context identifies a useful Drive file, create a shortcut where the team needs to find it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Shortcut to File/Folder
Tool to create a shortcut to a file or folder in google drive. use when you need to link to an existing drive item from another location without duplicating it.
Why this helps
Duplicated research documents make it harder to know which file is current.
- Surface existing research in a relevant location.
- Avoid creating another copy of the document.
- Make useful company context easier to locate.
Setup
Build it in a few focused steps.
- 1Connect Clay and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, identify the existing Drive file and destination context, then ask Notis to create a shortcut there.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real file and confirm the shortcut appears in Drive.
Questions about this workflow
Does this duplicate the company research file?
No. A shortcut links to an existing Drive item without duplicating it.
What if the file or destination cannot be identified?
Supply enough context to identify the existing file and where the shortcut should be created. The action needs a valid target.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Google Drive. A trigger fires from one place; an action lands in another.
Clay 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.
Clay 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.