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Get a scheduled total for a prospect source

Let Notis calculate a useful pipeline total from the rows that match a source value in your Google Sheets prospect table.

Trigger

Recurring schedule

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

Action

Aggregate Column Data

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

Why this helps

When prospect volume grows, manual totals make simple pipeline checks take longer than they should.

  • Get a recurring numeric summary
  • Focus the calculation on matching prospect rows
  • Avoid hand totaling a growing lead list

Setup

Build it in a few focused steps.

  • 1Connect AeroLeads and Google Sheets once in the Notis portal.
  • 2Create an automation in Automations, then choose New Automation and give it a name.
  • 3Tell Notis which column value identifies the source and which numeric column to aggregate, using fields that already exist in your spreadsheet.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real spreadsheet and confirm the reported total against the matching rows.

Questions about this workflow

What data does this workflow need?

Your sheet needs a column to match on and another column with numeric values to aggregate.

Does AeroLeads provide a sales value automatically?

Only use a numeric field already present in the spreadsheet. If you need a baseline or metric not provided by your data, supply it yourself.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Aeroleads 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.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Sheets.