Share a prospect brief with the right collaborator
Pass a review-ready brief to the person who needs it, with the recipient and access role stated in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 useful prospect brief can sit idle while someone manually locates the file and adjusts its sharing settings.
- Reduce handoff delays after validation.
- Make the intended recipient explicit in each request.
- Keep sharing tied to a specific existing brief.
Setup
Build it in a few focused steps.
- 1Connect Clearout and Google Drive once in the Notis portal.
- 2Create an automation named Share validated prospect brief.
- 3Tell Notis how to validate the submitted list, identify the existing Drive brief, and grant the specified recipient the stated role.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with a real brief and an intended recipient.
Questions about this workflow
Does this create the brief if it does not exist?
No. This workflow shares an existing file. Provide enough information for Notis to identify it.
Who can receive access?
The Drive action supports a specified user, group, domain, or anyone. Use the narrowest intended audience and state it in the request.
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.