Give each quarterly review a dedicated folder
Start a recurring review with a predictable place to collect its working documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create File or Folder
Create a file or folder, optionally with uploaded content.
Why this helps
Review materials end up scattered when every quarter starts with another round of folder setup.
- Create a consistent home for each review period.
- Reduce repetitive folder setup.
- Make review materials easier to locate later.
Setup
Build it in a few focused steps.
- 1Connect Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Google Drive folder named for the quarterly review and current period, using an existing parent folder only if its id or name is supplied and available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the new folder in Drive.
Questions about this workflow
Does the workflow create review documents too?
This workflow creates a folder only. A separate instruction and file creation action would be needed to create documents.
What if the parent folder cannot be found?
The folder creation action may fail when a specified parent name is not found. Use a valid parent folder id or name, or omit the parent.
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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