Review only the document status data you need
Focus each check on a useful subset of your workflow tracker instead of reading the whole sheet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch Get Spreadsheet Values by Data Filter
Tool to return one or more ranges of values from a spreadsheet that match the specified data filters. use when you need to retrieve specific data sets based on filtering criteria rather than entire sheets or fixed ranges.
Why this helps
Large trackers make it harder to find the few document rows that need attention now.
- Retrieve ranges selected by data filters.
- Focus a scheduled review on relevant document rows.
- Keep recurring status checks centered on the information that matters.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Google Sheets once in the Notis portal.
- 2Create an automation named Filtered Document Status Review.
- 3Tell Notis which data filters to use and how to summarize the matching values.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real filter and known matching rows.
Questions about this workflow
What can data filters target?
The action supports filters such as A1 notation, developer metadata, or grid ranges.
Does this update spreadsheet values?
No. This action returns matching values for review.
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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