Automated Task Completion Records
Completed tasks disappear into history with no searchable record. This automation creates completion log entries in Google Drive whenever tasks are marked done in Salesforce, building a persistent, searchable record of all completed work over time.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
Completed tasks disappear from view; there's no searchable record of what work was actually done. Accountability and work history are lost.
- Build a searchable record of all completed work
- Track productivity and activity over time
- Create accountability with documented task completion
- Improve team visibility into completed activities
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Drive to Notis in the portal.
- 2Create an automation by asking Notis 'When a task is completed in Salesforce, create a log entry in Google Drive' or use Automations -> New Automation.
- 3Set your trigger to 'Task Created or Completed' and choose your notification channel.
- 4Describe what should be logged (e.g., 'Log the task name, completion date, assignee, and any notes') and where to log it (e.g., 'Add it to the daily completion log') in plain language.
- 5Test by completing a task in Salesforce and verify the log entry appears in Drive.
Questions about this workflow
How should completion logs be organized?
Describe your preferred structure in the prompt (e.g., 'Organize by date in daily logs' or 'Organize by team member' or 'Keep one running completion log'). Notis will structure accordingly.
What task information should be logged?
Specify in your prompt (e.g., 'Log the task name, due date, completion date, assignee, and hours spent'). Notis will pull and log those details.
Can I search the completion logs easily?
Yes. Keep them in a Google Sheet or well-organized Drive folder. Your prompt determines the structure, which affects searchability.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Google Drive. A trigger fires from one place; an action lands in another.
Salesforce triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Salesforce and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.