Bring proposal brand defaults into view for new work
A file that matches your intake query may mean proposal work is next. Surface Better Proposals brand defaults in the same Notis report.
Trigger
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
Action
Get Brand Settings
Tool to retrieve settings for the default brand. use when you need default-brand configuration (colors, tax, name, etc.) before creating or customizing documents.
Why this helps
Before proposal work starts, checking account defaults adds another context switch and can delay the first draft decision.
- Review default brand configuration when a relevant file appears.
- Bring settings such as brand name, colors, and tax into view when returned.
- Reduce the manual setup checks before proposal work.
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 the default Better Proposals brand settings and summarize the returned configuration for the matching file.
- 4Pick Google Drive New File Matching Query as the trigger and choose where run reports go.
- 5Test with one real file that matches your query and review the settings report.
Questions about this workflow
Will this change the brand settings?
No. It retrieves settings for review and does not modify them.
Do I need to provide a Drive query?
Yes. This trigger is query based, so choose the query as part of selecting the trigger in Notis.
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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