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Notis

Review credentials when a Drive handoff is shared

When you grant someone access to a Drive handoff, have Notis retrieve the related Dock certs credential records for a quick review.

Trigger

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.

Action

Retrieve Credentials

Tool to retrieve a list of credential metadata. Use when you need to collect credential details with optional pagination or filtering after authentication.

Why this helps

Sharing a handoff can leave founders wondering whether the relevant credential records were checked and easy to find.

  • Pair a Drive sharing event with a credential metadata review.
  • Get relevant records in your chosen run report channel.
  • Reduce the extra step of switching apps to start a review.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and Dock certs once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3In one instruction, specify how Notis should identify the relevant Dock certs credentials from the shared handoff, retrieve their metadata, and report it.
  • 4Pick the File Shared trigger and choose where run reports go.
  • 5Test by sharing one real handoff and checking the reported credential metadata.

Questions about this workflow

How does Notis know which credentials are relevant?

Include the matching credential ID or another reliable reference in the file or instruction. If no link between the Drive handoff and Dock certs records is available, provide that relationship.

Does the trigger include permission details?

The File Shared trigger detects newly granted sharing permissions. This workflow uses that event to start the lookup.

Does this change Drive access or credentials?

No. It retrieves Dock certs credential metadata and reports it; it does not change Drive permissions or issue credentials.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Drive triggers

Dock certs actions

Recurring trigger

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

TriggerScheduled

Create API Key

Tool to create an API key. Use when you need to generate a new API key with optional alias and IP allowlist.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Webhook

Tool to create a webhook endpoint. Use when you need Dock.io to push event notifications to your service.

ActionInstant

Comment Added (Docs/Sheets/Slides)

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

TriggerPolling

Delete API Key

Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

Delete Credential

Tool to delete a verifiable credential. Use after confirming the credential is no longer needed.

ActionInstant

File Deleted or Trashed

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

TriggerPolling

Delete Tag

Tool to delete a specific tag. Use when you have a tag ID and want to permanently remove it.

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

Delete Webhook

Tool to delete a specific webhook. Use after confirming the webhook's ID via list_webhooks.

ActionInstant

File Updated

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

TriggerPolling

Retrieve API Key

Tool to retrieve details of an API key. Tries single-key endpoint first, then falls back to listing and filtering.

ActionInstant

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

Retrieve API Keys

Tool to list all API keys. Use when you need to retrieve all API keys for the authenticated account.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Dock certs.