Make the lead tracker easier to review
Set up a useful filter on your inquiry tracker so the next review starts with a more manageable view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Set Basic Filter
Tool to set a basic filter on a sheet in a google spreadsheet. use when you need to filter or sort data within a specific range on a sheet.
Why this helps
Large lead sheets take extra effort to scan when review fields are not easy to filter.
- Make review fields easier to filter and sort.
- Reduce time navigating a large inquiry list.
- Support a more consistent lead review routine.
Setup
Build it in a few focused steps.
- 1Connect Appdrag and Google Sheets once in the Notis portal.
- 2Create an automation and name it for lead tracker preparation.
- 3Tell Notis to set a basic filter over the header and data range used for your lead review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run one real example and confirm the filter covers the intended range.
Questions about this workflow
Does the filter decide which leads are important?
No. It makes the selected range filterable. Your team decides which fields and values matter for review.
What should the range include?
Include the header row and the lead data columns you want available for filtering.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appdrag to Google Sheets. A trigger fires from one place; an action lands in another.
Appdrag 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.
Appdrag and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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