Prepare prospect research access before review time
Schedule a run that grants a specified reviewer the Drive access they need for prospect research review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Why this helps
A review can stall when the right person discovers too late that they cannot open the research.
- Prepare file access ahead of a review.
- Reduce last-minute permission requests.
- Apply sharing to the files and reviewer specified in the run.
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, specify the Drive files, reviewer, and role to share for the prospect research review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real file and reviewer, then confirm the intended access in Drive.
Questions about this workflow
Can the workflow decide who should receive access from Clay?
No Clay trigger is listed. Supply the intended reviewer and file context in the instruction or run input.
Can it grant anyone access?
The Drive action supports sharing with a user, group, domain, or anyone. Specify the intended recipient and role carefully in the instruction.
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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No card. Works with personal or business Google Drive.