Turn document workflow rows into a useful volume report
Use a repeatable query to see how many documents your workflow records across a selected period.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Execute SQL on Spreadsheet
Execute sql queries against google sheets tables. supports select, insert, update, and delete operations with familiar sql syntax. tables are automatically detected and mapped from the spreadsheet structure.
Why this helps
Manual counting takes time and makes recurring operational reports inconsistent.
- Run repeatable queries against detected spreadsheet tables.
- Summarize document volume from recorded rows.
- Reduce manual tallying for recurring reports.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Google Sheets once in the Notis portal.
- 2Create an automation named Document Volume SQL Report.
- 3Tell Notis which table and query to use for the document volume report.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real spreadsheet table.
Questions about this workflow
Does this require a table in the spreadsheet?
The action runs SQL against tables automatically detected from spreadsheet structure.
Can it use fields that are not recorded?
No. The query can only use data available in the spreadsheet tables.
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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