Focus your credential tracker on follow-up items
Apply a clear filter to the records that need a closer look, so the next review starts in the right place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Set Basic Filter
Tool to set a basic filter on a sheet in a google spreadsheet. use when you need to filter or sort data within a specific range on a sheet.
Why this helps
Important follow-up records can get buried in a full credential tracker.
- Bring relevant records into view quickly
- Make recurring review easier to start
- Use consistent criteria across the tracker
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which worksheet range to filter and the criteria that identify follow-up records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a range that includes records both inside and outside your criteria.
Questions about this workflow
What criteria can I use?
Use values present in the selected range, such as a status or date. Provide any missing deadline or follow-up rule in your instruction.
Does setting a filter remove other rows?
No. The basic filter changes how the range is filtered for viewing; it does not delete the other records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Google Sheets. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Sheets.