Auto-Create Client Workspaces on New Inquiries
Receive a new client inquiry and Notis instantly creates a shared Drive workspace for them, eliminating setup delays and context-switching.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
New clients arrive via email, but setting up a workspace requires manual folder creation, naming, and permission setup. This creates friction that neurodivergent founders often skip, leading to disorganized collaborations.
- Automatically set up client workspaces without manual effort
- Eliminate onboarding delays that damage client experience
- Create consistent, professional client collaboration spaces
- Reduce the administrative burden of client setup
- Start collaborating immediately without friction
Setup
Build it in a few focused steps.
- 1Connect Gmail and Google Drive to Notis
- 2Establish a template for client shared drives (structure, permissions, welcome docs)
- 3Ask Notis: 'When I receive a new client email (watch for phrases like 'inquiry', 'new project', 'would like to work with you'), create a new shared drive named [Client Name] Workspace with the client added as a member'
- 4Choose 'New Gmail Message Received' as your trigger
- 5Test by having someone email you a client inquiry and verify the shared drive is created
- 6Customize folder structure or permissions if needed—Notis learns your client setup pattern
Questions about this workflow
How does Notis know it's a new client vs. existing client email?
You tell it through keywords. Filter by phrases like 'new project', 'first time', or unknown senders.
Can it set up specific folder structures automatically?
Yes. Create a template and Notis replicates it for each client.
Does the client get access automatically?
Yes. Notis adds them as a member and can send them access credentials via email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Google Drive. A trigger fires from one place; an action lands in another.
Gmail triggers
Google Drive actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Not just Gmail and Google Drive. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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