Prepare a concise brief before a contact conversation
Bring the relationship context you already have into a quick pre-meeting brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Preparing for a conversation takes longer when context is buried in contact and deal records.
- Gather relevant relationship context quickly.
- Prepare for calls with fewer searches.
- Keep a reusable brief format.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use the incoming contact identifier to find the Affinity record and update a chosen Google Sheets range with a concise brief of available relationship and deal context.
- 4Choose a webhook trigger and choose where run reports should go.
- 5Test with one real contact request and review the brief for accuracy.
Questions about this workflow
Does it research information outside Affinity?
The instruction uses available Affinity context. External research would require another connected source.
What should the webhook include?
Include a reliable contact identifier, such as a name or email, and any specific question to answer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Google Sheets. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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