Find a proposal starting point from a Drive comment
A comment can surface a request for a new proposal or a changed approach. Get the available templates in a run report while the context is fresh.
Trigger
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Proposal requests inside document comments are easy to lose while looking for the right template in another app.
- Respond to proposal related comments with template options in view.
- Avoid a separate manual search through Better Proposals.
- Keep the request and the next action close together in your Notis reports.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve available Better Proposals templates and summarize them alongside the Drive comment context.
- 4Pick Google Drive Comment Added as the trigger and choose where run reports go.
- 5Test with one real comment and review whether the report includes enough context to choose a template.
Questions about this workflow
Will this draft or send a proposal?
No. It lists available templates for review. Better Proposals actions in this package do not include creating or sending a proposal.
What kinds of comments can start it?
A new comment in a Google Doc, Sheet, or Slide can trigger it. The workflow should be instructed how to identify a proposal related request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Better proposals. A trigger fires from one place; an action lands in another.
Google Drive triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
File Created
Triggers when a new file is created in Google Drive.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Google Drive and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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