Keep prospect reports grouped by the next step
Use a scheduled search to move matching reports into the folder your team uses for the next stage of review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Move File
Tool to move a file from one folder to another in google drive. use when you need to reorganize files by changing their parent folder(s).
Why this helps
Reports can remain in a general folder after their status changes, making the active queue harder to scan.
- Group matching reports in a useful destination.
- Reduce repeated manual folder sorting.
- Keep an active review area easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Clearout and Google Drive once in the Notis portal.
- 2Create an automation named Route prospect reports.
- 3Tell Notis which reports to find, what indicates they should move, and the destination folder.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with known reports and confirm the selected destination.
Questions about this workflow
Can Clearout tell whether a report was reviewed?
Only if that status is present in the file data or otherwise provided to the automation. State the criteria using information Notis can access.
Does moving a file create a copy?
No. It changes the file's folder location in Drive.
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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No card. Works with personal or business Google Drive.