Pull the invoice records you need for review
Ask Notis to query the invoice table you already maintain, then have the result ready on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Spreadsheet Table
This action is used to query a table in a google spreadsheet, call this action to query a table in a spreadsheet. execute sql-like select queries against spreadsheet tables. supports where conditions, order by, limit clauses. call this action after calling the get table schema action to query a table in a spreadsheet.
Why this helps
Finding the few invoice records that need attention can mean manually filtering a long spreadsheet every time.
- Focus a recurring review on matching invoice records.
- Use table queries to reduce manual scanning.
- Keep the review grounded in the spreadsheet's actual data.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and instruct Notis to query the invoice table for the records needed in your review.
- 3Pick a recurring Notis schedule and choose where run reports should go.
- 4Test with one real example and ensure the invoice table and its schema are available.
Questions about this workflow
Does this action create an invoice table?
No. The query action runs against spreadsheet tables. A table must be available, and its schema should be checked before querying.
Can it query information Affinda has not extracted?
No. Queries can only use records and columns present in the spreadsheet or data otherwise available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Google Sheets. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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