Prepare your monthly cash review in a new sheet
Ask Notis to turn your supplied cash figures and context into a table you can revisit each month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create sheet from JSON
Creates a new google spreadsheet and populates its first worksheet from `sheet json`, which must be non-empty as its first item's keys establish the headers.
Why this helps
Preparing a cash review can take extra effort when figures and explanatory notes are assembled at the last minute.
- Get a fresh table built from the data you provide.
- Keep explanatory notes alongside the figures.
- Make monthly review preparation more repeatable.
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and name it for the monthly cash review.
- 3In one instruction, tell Notis what supplied figures and notes to include and ask it to create a sheet from that data.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real example containing the figures you intend to review.
Questions about this workflow
Where do the cash figures come from?
Provide the figures to Notis or make them available in the context you instruct it to use. This workflow does not assume access to a bank or accounting system.
Can the sheet include notes about unusual months?
Yes. Include those notes in the information available to Notis and ask it to include them in the table.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Google Sheets. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
0CodeKit and Google Sheets, 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 Sheets.