See invoice totals by vendor at a glance
Schedule a recurring view of invoice totals by vendor using the data already recorded in your Google Sheet.
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
Working out totals vendor by vendor takes time when invoice records are spread across rows and review happens inconsistently.
- Summarize amounts for a matching vendor.
- Make recurring invoice review easier to start.
- Use spreadsheet data already available to the workflow.
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 summarize invoice amounts by vendor from the existing spreadsheet.
- 3Pick a recurring Notis schedule and choose where run reports should go.
- 4Test with one real example and verify the vendor and amount columns in the sheet.
Questions about this workflow
Does the workflow determine which invoices are paid?
Only if a payment status is present in the spreadsheet and the automation can use it. The aggregate action searches for a matching value and performs mathematical operations on another column.
Does this require a new spreadsheet?
No. It uses data in an existing Google Sheet. Confirm that it has invoice rows and the relevant vendor and amount columns.
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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