Review client context when a new workspace folder appears
A new top-level folder can start a client review before account work spreads across systems.
Trigger
New Folder Created in Root
Triggers when a new folder is created in the root folder of Google Drive. This trigger monitors Google Drive and fires when new folders are detected in the root directory.
Action
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
New client workspaces often appear before account records are reviewed or assigned.
- Start account review from a visible workspace signal
- Reduce missed client setup steps
- Give founders a concise client snapshot
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Coassemble in Notis once.
- 2Create an automation named New root folder client review.
- 3Tell Notis to retrieve Coassemble clients and summarize which records may relate to the new workspace context.
- 4Pick New Folder Created in Root as the trigger and choose a report channel.
- 5Test it by creating one real root-level folder.
Questions about this workflow
Does this monitor nested folders?
No. The listed trigger monitors new folders created in the root folder.
Can it create a client?
No. It only retrieves client records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Coassemble. A trigger fires from one place; an action lands in another.
Google Docs triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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