Give every important client call a home
Request call prep and get a dedicated Drive folder to keep the supporting material together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create File or Folder
Create a file or folder, optionally with uploaded content.
Why this helps
Call preparation often means switching between knowledge sources and creating a place for notes at the last minute.
- Create a consistent place for call materials.
- Reduce last-minute folder setup.
- Use Cody-accessible context to guide preparation.
Setup
Build it in a few focused steps.
- 1Connect Cody and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use the incoming request's client and meeting details to ask Cody for relevant company context, then create a Google Drive folder named for the client and meeting date.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real upcoming call and check the created folder in Drive.
Questions about this workflow
Does this workflow create notes or documents too?
This workflow creates a folder. To create a document with a briefing, use an instruction that creates a file and choose a suitable file creation action.
What details should the webhook request include?
Include enough information to identify the client and meeting, such as a client name and meeting date.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Google Drive. A trigger fires from one place; an action lands in another.
Cody 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
Change who can access a file by updating its sharing permissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Create a copy of an existing file in the same folder.
Insert File Parent (v2)
Adds a parent folder to a file.
Create Comment
Add a comment to a file.
Insert Property (v2 API)
Adds or updates custom metadata on a file.
Create Shared Drive
Create a shared drive for collaboration or storage.
Batch Get Spreadsheet Values
Reads multiple ranges from one spreadsheet in a single request.
Create File or Folder
Create a file or folder, optionally with uploaded content.
Connect any two apps with Notis in the middle.
Cody and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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