Check pending approvals when a new policy arrives
A new procurement or expense policy lands in Drive. Notis can identify pending approvals that may relate to it and highlight them for human review.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Approve Approval
Tool to approve a pending approval record. Use when you need to programmatically approve a pending approval by ID.
Why this helps
A newly added policy can be missed by people reviewing approvals already in progress.
- Connect a new policy document to active approval work.
- Focus attention on potentially affected approvals.
- Keep the approval decision with the responsible reviewer.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Coupa once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe how a new policy document should be compared with pending Coupa approvals and ask for a report of potentially related records for human review.
- 4Pick the Google Drive File Created trigger and choose where run reports should go.
- 5Test with one real policy file and verify that the report identifies relevant approvals.
Questions about this workflow
Does it approve matching records automatically?
No. The workflow reports potentially related pending approval records for a person to review.
How does it know which policy documents matter?
Describe the policy documents and approval topics in the instruction. Unclear or unrelated files can be reported without taking action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Coupa. A trigger fires from one place; an action lands in another.
Google Drive triggers
Coupa actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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File Created
Triggers when a new file is created in Google Drive.
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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.
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File Updated
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Tool to list account types in Coupa. Use when you need account type IDs and names for account creation.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Get Account Type
Tool to retrieve a specific account type by ID. Use when you need detailed information about a chart of accounts.
Connect any two apps with Notis in the middle.
Google Drive and Coupa, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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