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Review who can access prospect research in Drive

Set a regular access review for the Drive files your team uses during Clay prospect work.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Permissions

Tool to list a file's permissions. use when you need to retrieve all permissions associated with a specific file or shared drive.

Why this helps

As collaboration changes, founders can lose track of who still has access to research files.

  • Make file access visible during a recurring review.
  • Review collaborators before sensitive research is reused.
  • Reduce manual permission checking.

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 Drive files to review and ask Notis to list their permissions for prospect research access review.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real file and confirm the permission list is useful.

Questions about this workflow

Will this automatically remove old access?

No. It lists permissions for review. Removing a permission requires a separate action and an explicit instruction.

Can it find every file associated with a Clay prospect?

Only if the run has enough information to identify the relevant Drive files. Clay trigger events are not listed in this package.

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.

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.

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.