Give each new client document workflow a fresh workbook
Create a clean spreadsheet destination when a new client workflow needs its own record set.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a Google Sheet
Creates a new google spreadsheet in google drive using the provided title.
Why this helps
Reusing a crowded tracker for every client can make document records harder to separate and review.
- Create a dedicated spreadsheet for a new workflow.
- Separate client records at the start.
- Set up a clear destination for future document processing.
Setup
Build it in a few focused steps.
- 1Connect Algodocs and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe when to create a workbook and what its title should communicate.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with a real new client workflow request.
Questions about this workflow
Does the new spreadsheet include custom column headers?
The create spreadsheet action creates a spreadsheet from a title. Use an appropriate sheet population action when you need headers or initial records.
Can this run for an existing client?
Describe the condition for creating a new workbook clearly so it is used for the intended requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Algodocs to Google Sheets. A trigger fires from one place; an action lands in another.
Algodocs 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.
Algodocs and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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