Make client handoffs clearer
Capture the client details and follow-ups already in a handoff task in a Drive note that is easy to share with a teammate.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Client handoffs can drop important details when task notes are rushed or difficult for someone else to scan.
- Make recorded client context easier to scan.
- Keep follow-ups in the handoff document.
- Reduce the need to rewrite task details for a teammate.
Setup
Build it in a few focused steps.
- 1Connect Todoist and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to create a concise Drive handoff note from new client handoff tasks, preserving only supplied facts and follow-ups.
- 4Pick Todoist New Task Created and choose where run reports go.
- 5Test with one real handoff task and review the note before sharing it.
Questions about this workflow
Will it share the note with the client?
This workflow creates a note. Sharing permissions are not changed by this action.
Can it include client details not on the task?
Add required client context to the task or instruction. Notis should not fill in missing facts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Google Drive. A trigger fires from one place; an action lands in another.
Todoist 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`.
New Task Created
Trigger when a new task is added to Todoist.
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.
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.
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).
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.
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.
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.
Todoist and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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