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Review transactions by status

Pull the slice of transaction data you need for a focused review, using the table already in Sheets.

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

Finding transactions that need a closer look can mean repeatedly filtering and scanning a large sheet.

  • Focus reviews on a chosen transaction status
  • Reuse a consistent query for recurring checks
  • Reduce manual filtering

Setup

Build it in a few focused steps.

  • 1Connect Google Sheets once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the status review.
  • 3In one instruction, ask Notis to query the existing transaction table for the status and fields you want to review.
  • 4Choose a recurring schedule, choose where run reports go, and test with one real example.

Questions about this workflow

Does this update transaction statuses in Adtraction?

No. This workflow queries data in Google Sheets. The sheet must already contain the transaction status values.

What should I specify in the prompt?

Name the status to filter for and the useful columns to return. The table structure must support that query.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to Google Sheets. A trigger fires from one place; an action lands in another.

Adtraction triggers

Google Sheets actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Aggregate Column Data

Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Adtraction and Google Sheets, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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