Give every document intake a ready-to-use sheet
Start tracking a new document batch with a spreadsheet whose columns come from the intake details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A new batch often means manually setting up the same tracking columns before work can begin.
- Create a structured spreadsheet for a new document batch.
- Use supplied intake details to establish the header row.
- Avoid starting each batch with a blank, unprepared sheet.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Google Sheets once in the Notis portal.
- 2Create an automation named Document Generation Intake Sheet.
- 3Tell Notis to create a spreadsheet with headers for the supplied batch details and generated file tracking.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real intake request that includes the fields you want as headers.
Questions about this workflow
Does this create a new spreadsheet?
Yes. It uses the create sheet from JSON action, which creates a spreadsheet and populates its first worksheet from a non-empty JSON item.
Where do the headers come from?
Tell Notis which fields to include in your webhook request or prompt. Those supplied fields define the first row.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Google Sheets. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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