Refresh performance dashboards upon receiving new files

When a new file is uploaded to Google Drive, automatically refresh your key dashboard in CB Insights so leadership views up-to-the-minute data.

Try:

See all CB Insights + Google Drive integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

CB Insights Explore CB Insights →

Triggers

Report created

Fires when a new report or dashboard is created in CB Insights.

Metric threshold crossed

Fires when a tracked metric in CB Insights crosses a set threshold.

Scheduled report ready

Fires when a scheduled report finishes generating in CB Insights.

Actions

Refresh dashboard

Creates or refreshes a dashboard in CB Insights.

Export report

Exports a report from CB Insights.

Send alert

Sends an alert when a metric changes in CB Insights.

Google Drive Explore Google Drive →

Triggers

New file uploaded

Fires when a new file is uploaded to Google Drive.

File shared

Fires when a file in Google Drive is shared with someone new.

Folder updated

Fires when a folder's contents change in Google Drive.

Actions

Upload file

Uploads a file to Google Drive.

Create folder

Creates a new folder in Google Drive.

Share file

Shares a file from Google Drive with a link or user.

Save generated reports directly to cloud folders When a scheduled report is ready in CB Insights, automatically upload the completed file to a secure folder in Google Drive for easy team access. See details

Export and share metrics when key thresholds are crossed When a metric threshold is crossed in CB Insights, automatically export the report and share the resulting file using Google Drive. See details

See all CB Insights + Google Drive integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Refresh performance dashboards upon receiving new files” between CB Insights and Google Drive?

Yes — describe it in the box above and Knit's Integrations Agent researches CB Insights and Google Drive's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can scheduled analytics reports be backed up in cloud storage?

Yes, as soon as a report is generated in CB Insights, it can be uploaded directly to designated storage folders in Google Drive for compliance and archiving.

How do dashboard updates work when source files are added?

When new data sheets or files are uploaded to Google Drive, CB Insights detects the addition and automatically initiates a dashboard refresh to reflect updated metrics.