Check team records after a policy update
When a policy document changes, have Notis retrieve the Connecteam user list and summarize the review context for your chosen report channel.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Get Users
Tool to retrieve a list of all users associated with your account. use when you need to fetch and filter user data.
Why this helps
Policy changes can sit in a document while founders forget to check which team records or people need follow-up.
- Tie a document change to a timely team review
- Bring Connecteam user information into the review
- Surface follow-up in a chosen run report channel
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve Connecteam users when the policy document changes and summarize any review context it can support.
- 4Pick the Google Drive File Updated trigger and choose where run reports should go.
- 5Test with one real policy update and check that the summary uses available information.
Questions about this workflow
Will it identify exactly which users are affected?
Only if the updated document and returned user data provide enough information to determine that. Supply any missing criteria in your instruction.
Does this update Connecteam user records?
No. The selected action retrieves user data. Any recommended changes are presented for review.
Can I trigger it from a new document instead?
Yes. The Google Drive File Created event is also available, though this workflow is designed around an existing policy document changing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Connecteam. A trigger fires from one place; an action lands in another.
Google Drive triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Generate Upload URL
Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.
File Created
Triggers when a new file is created in Google Drive.
Get Chat
Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Custom Field Categories
Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.
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 Custom Fields
Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Get Forms
Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
Connect any two apps with Notis in the middle.
Google Drive and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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