Prepare account review files
Bring the right source material into each account review automatically.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download a file from Google Drive
Downloads a file from google drive by its id. for google workspace documents (docs, sheets, slides), optionally exports to a specified `mime type`. for other file types, downloads in their native format regardless of mime type.
Why this helps
Review preparation becomes a scavenger hunt across Drive.
- Reduce review preparation
- Use current source files
- Create repeatable review routines
Setup
Build it in a few focused steps.
- 1Connect Close and Google Drive in Notis once.
- 2Create an automation named Account review file prep.
- 3Tell Notis to identify the relevant Close accounts and download the requested Drive files for each review.
- 4Pick a recurring cron schedule and choose where run reports go.
- 5Test with one real account review.
Questions about this workflow
Can Google Workspace files be exported?
Yes. Specify the desired export format for supported Workspace files.
Where do downloaded files go?
The automation report can identify the downloaded artifacts and their locations.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Close to Google Drive. A trigger fires from one place; an action lands in another.
Close 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.
Close and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.