Review referral activity month by month
Keep referral activity visible with a recurring count from the dates already in your sheet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Why this helps
Referral momentum is easy to lose sight of when each introduction is recorded separately.
- Review referral volume over time
- Use dates already captured in the log
- Make referral trends easier to discuss
Setup
Build it in a few focused steps.
- 1Connect 2chat and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for monthly referral counts.
- 3Tell Notis to aggregate referral rows by the recorded date and report counts by month, noting rows with missing dates.
- 4Pick a recurring Notis cron trigger and choose where run reports go.
- 5Test with one real example and verify referral dates are present in the sheet.
Questions about this workflow
Can this show referrals by referrer too?
Yes, if the sheet has a referrer column. Ask Notis to include that grouping in its aggregation instruction.
What if dates are missing?
Ask Notis to call out undated rows separately rather than assigning them to a month.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Google Sheets. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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