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Call new leads from Google Drive briefs

Keep lead follow-up moving by having Bolna call when a ready-to-use lead brief lands in Drive.

Trigger

File Created

Triggers when a new file is created in Google Drive.

Action

Make a phone call from agent

Initiate calls

Why this helps

A lead brief can sit untouched while you switch between Drive and your calling workflow.

  • Start follow-up when a new lead brief appears.
  • Use the brief to give the call relevant context.
  • Reduce manual copy and paste between Drive and Bolna.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and Bolna once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis: When a new Drive file contains a lead's phone number and call context, use the specified Bolna agent to call them and include the context.
  • 4Pick the Google Drive File Created trigger.
  • 5Choose where run reports should go, then test with one real lead brief.

Questions about this workflow

Does this create a Bolna agent?

No. The workflow uses the agent you specify in your instruction; the action starts a call from that agent.

What should the Drive file contain?

Include the lead's phone number, the call context, and the Bolna agent to use. Test with a real example to confirm the details are usable.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Drive triggers

Bolna actions

Recurring trigger

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

TriggerScheduled

Delete agent by id

Delete an agent

ActionInstant

Webhook trigger

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

TriggerInstant

Delete batch by id

Delete a batch

ActionInstant

Comment Added (Docs/Sheets/Slides)

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

TriggerPolling

Fetch all batches by agent id

List all batches for agent

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

Get all agents

List all agents

ActionInstant

File Deleted or Trashed

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

TriggerPolling

Get all phone numbers

List all phone numbers for your account

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

Get execution by id

Retrieve specific execution by `execution id`

ActionInstant

File Updated

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

TriggerPolling

Make a phone call from agent

Initiate calls

ActionInstant

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

Retrieve agent by id

Retrieve an agent

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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