Prepare for prospect conversations with a concise brief
Collect the Apollo context you want to review before a call into one brief, ready where you plan your day.
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
Before a prospect call, useful context can be buried across Apollo contact and company records.
- Gather available prospect context before a call
- Keep call preparation in one place
- Reduce last-minute searching
Setup
Build it in a few focused steps.
- 1Connect Apollo and Google Sheets once in the Notis portal.
- 2Create an automation named Apollo Prospect Meeting Brief.
- 3Choose a webhook trigger and tell Notis to use the prospect identifier in each request to gather available Apollo context and add a concise brief to Sheets.
- 4Choose where run reports should go, then test with one real prospect.
Questions about this workflow
What should the request include?
Include a reliable prospect identifier, such as an email or company and contact name, so Notis can look up the intended record.
Will the brief include information Apollo does not have?
No. The brief uses information available through Apollo and the details supplied in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Google Sheets. A trigger fires from one place; an action lands in another.
Apollo 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.
Apollo and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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