Review who can access prospect files
Bring file access details into a regular review so sharing stays visible to the people responsible for it.
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
Sharing settings can be forgotten after a handoff, leaving teams unsure who currently has access to prospect materials.
- Make current file access easier to inspect.
- Support a repeatable sharing review.
- Surface access details without opening each file manually.
Setup
Build it in a few focused steps.
- 1Connect Clearout and Google Drive once in the Notis portal.
- 2Create an automation named Review prospect file sharing.
- 3Tell Notis which prospect files to find and to list their current permissions for review.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with known files and verify the reported access details.
Questions about this workflow
Will this remove access that looks unnecessary?
No. It lists permissions for review and does not change them.
Can it report on any file in Drive?
Specify the files or criteria that identify the relevant prospect materials.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Google Drive. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout 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.