Use Drive query matches to refresh Convolo character details
Keep a targeted Drive query for lead materials and let Notis review matching new files for useful context to apply to a Convolo character.
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
Upload Knowledge Bank File
Tool to upload a knowledge bank file. Use when you have a file ready to add to Convolo AI's knowledge bank (Enterprise plan only).
Why this helps
Relevant lead files can be hard to spot among everything added to Drive, and manually transferring the useful context takes focus.
- Focus processing on files that match your Drive query
- Reduce manual review and profile entry
- Receive a report when Notis acts
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Convolo AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis what lead context to extract from matching files and how to identify the Convolo character to update.
- 4Pick the Google Drive New File Matching Query trigger, choose a report channel, and test with one real matching file and a confirmed character ID.
Questions about this workflow
Do I configure filters in the automation setup?
No. Select the listed trigger and provide any query context needed in the trigger configuration available for that event. Notis automation setup itself is prompt-based.
What happens if a matching file lacks useful lead details?
Instruct Notis to skip profile changes and explain the missing context in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Convolo ai. A trigger fires from one place; an action lands in another.
Google Drive triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Define or Update Character Actions
Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
File Created
Triggers when a new file is created in Google Drive.
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Character Response
Tool to generate a response from a ConvAI character based on text or audio input. Use when needing a text or voice reply in an ongoing session.
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.
List Voices
Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Update Character Backstory
Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.
Connect any two apps with Notis in the middle.
Google Drive and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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