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Turn a Drive Prospect Brief into a Lead Search

Save a prospect brief in Drive and have Notis start a Bettercontact search using the criteria in the document.

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

Create Lead Finder Search

Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.

Why this helps

Prospecting briefs often sit in folders while someone manually recreates their criteria in a lead search.

  • Move from a written research brief to a submitted lead search.
  • Use company and people criteria from the brief.
  • Reduce the friction between planning prospecting and starting it.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and Bettercontact once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel to start a Lead Finder search from a matching prospect brief.
  • 3Describe which company and people criteria Notis should extract and what to do when a criterion is missing.
  • 4Pick the Google Drive New File Matching Query trigger and choose where run reports should go.
  • 5Test with one real brief that matches the query and review the resulting search request.

Questions about this workflow

What criteria can Lead Finder use?

The action supports company and people criteria such as job titles, departments, seniority, company size, industry, and technology stack.

Does the trigger search file contents?

The listed event detects a new file matching a provided Drive query. The event's query configuration is set as part of the trigger, not through a Notis field-mapping screen.

Can the automation guarantee a search will have every criterion?

No. Tell Notis how to handle missing criteria, or supply them in the brief before the automation runs.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Drive to Bettercontact. A trigger fires from one place; an action lands in another.

Google Drive triggers

Bettercontact actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Check Credits Balance

Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Lead Finder Search

Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.

ActionInstant

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

Enrich Leads

Tool to create a lead enrichment request for work emails and direct phone numbers. Uses waterfall enrichment across multiple data providers for higher accuracy. Supports batches of 1-100 leads.

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

Get Enrichment Results

Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

Get Lead Finder Results

Tool to retrieve results from a submitted Lead Finder search. Returns comprehensive lead and company data including contact information, LinkedIn profiles, job titles, company details, and enrichment data.

ActionInstant

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.

TriggerPolling

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

Connect any two apps with Notis in the middle.

Google Drive and Bettercontact, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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