Auto-Grant Drive Access When You Send Client Emails
The moment you send a project email to a client, Notis automatically shares the relevant Drive folder with them. No follow-up required.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Action
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Why this helps
You send a client an email, but they need Drive access to see the files you're discussing. You must follow up separately to grant permissions, which adds manual steps and often gets forgotten. This creates friction in client relationships.
- Grant Drive access automatically when you send project emails to clients
- Eliminate follow-up emails asking 'Did you get Drive access?'
- Keep clients in sync without context-switching between email and Drive
- Reduce the administrative burden of managing permissions manually
- Build trust by providing instant access to project files
Setup
Build it in a few focused steps.
- 1Connect Gmail and Google Drive to Notis
- 2Set up your project folder structure in Drive (or ask Notis to create folders by project)
- 3Ask Notis: 'When I send an email to a client, automatically grant them Viewer access to the project folder mentioned in my email subject'
- 4Select 'Email Sent' as your trigger
- 5Verify Notis has extracted the client's email address correctly (it learns this from your Gmail settings)
- 6Send a test email to a client and confirm they receive Drive access within seconds
Questions about this workflow
Can I control what access level clients get?
Yes. Specify Viewer, Commenter, or Editor access based on the client or project type.
What if I mention multiple projects in one email?
Tell Notis to share all mentioned project folders, or specify by project name—you decide the rule.
Does this work for team members too?
Absolutely. Use it for clients, contractors, team members, or anyone you email about projects.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Google Drive. A trigger fires from one place; an action lands in another.
Gmail triggers
Google Drive actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
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.
Not just Gmail and Google Drive. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Google Drive.