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Create a spreadsheet brief from company research

Get a fresh, structured brief for a prospect without assembling notes by hand.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create sheet from JSON

Creates a new google spreadsheet and populates its first worksheet from `sheet json`, which must be non-empty as its first item's keys establish the headers.

Why this helps

Preparing for outreach means piecing company details together from multiple pages.

  • Start each prospect brief in a consistent format
  • Keep source links beside the findings
  • Reduce tab switching before outreach

Setup

Build it in a few focused steps.

  • 1Connect Anchor browser and Google Sheets once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the brief workflow.
  • 3Tell Notis to research the company details provided with the request and create a sheet with headers for company, summary, relevant facts, and source URLs.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real company request and review the generated sheet.

Questions about this workflow

What company does the workflow research?

Provide the company name or website in the webhook request or automation instruction.

Can it include citations?

Ask Notis to include the URLs of the pages used, based on the browser results.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Anchor browser 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.

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

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Google Sheets.