Auto-Check Drive Permissions When Sending Client Emails
Send a client email and Notis instantly checks who has access to your shared files, alerting you to permission issues before miscommunication happens.
Trigger
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.
Action
List Permissions
Tool to list a file's permissions. use when you need to retrieve all permissions associated with a specific file or shared drive.
Why this helps
You share files with clients but later realize you've over-shared or forgotten to grant access to key files. Permission management is administratively tedious, so it gets missed, creating security risks or broken collaborations.
- Automatically audit file permissions when sending client emails
- Prevent accidental over-sharing of sensitive files
- Catch permission gaps before clients complain about missing access
- Reduce security risks through consistent permission checks
- Eliminate manual permission review
Setup
Build it in a few focused steps.
- 1Connect Gmail and Google Drive to Notis
- 2Set up Drive folders for different client tiers (e.g., Client Confidential, Public)
- 3Ask Notis: 'When I send an email to a client, check who has access to my Drive and alert me if that client is missing access to their project folder or if they have access to restricted files'
- 4Choose 'Email Sent' as your trigger
- 5Receive an alert from Notis if permissions need adjustment
- 6Optionally ask Notis to auto-fix permissions if you trust the rules
Questions about this workflow
Can Notis auto-fix permissions, or just alert me?
Either. You can ask Notis to automatically grant access, or just notify you so you can review first.
What if I intentionally restricted a client?
Notis learns your intent over time, but you can always override or manually adjust.
Does this work for sensitive files?
Yes. Notis can identify restricted files and ensure only authorized users have access.
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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