Find the right account research sheet faster
Search your spreadsheets for the account research files your team needs to revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Spreadsheets
Search for google spreadsheets using various filters including name, content, date ranges, and more.
Why this helps
Relevant account notes can be spread across multiple sheets with inconsistent names.
- Search for spreadsheets by available name or content criteria.
- Help locate account research artifacts before review.
- Reduce time spent hunting through Drive.
Setup
Build it in a few focused steps.
- 1Connect Attio and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis what account research spreadsheet criteria to search for and how to relate the results to the Attio work in scope.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real search and review the matching spreadsheet results.
Questions about this workflow
Does this read account details from Attio?
This Google Sheets action searches spreadsheets. Any Attio account context must be available to Notis as part of the request or the connected data it can access.
Can it find a sheet by any field?
Search supports available filters such as name, content, and date ranges. Results depend on the criteria and access available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Attio to Google Sheets. A trigger fires from one place; an action lands in another.
Attio 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.
Attio 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.