See relationship touchpoints in one sheet
Keep a scheduled record of available interactions so relationship follow-up takes less effort.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Append Values to Spreadsheet
Tool to append values to a spreadsheet. use when you need to add new data to the end of an existing table in a google sheet.
Why this helps
Interaction history can be scattered across records, making it harder to decide who needs attention.
- Create a recurring touchpoint log from available Attio data.
- Review interactions without searching through multiple records.
- Make follow-up planning easier to scan.
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 to add available Attio interaction details since the previous run to the touchpoint log, and note when history or a prior-run baseline is unavailable.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and check the interaction details in Sheets.
Questions about this workflow
Can Notis determine which interactions are new?
Only if the data or a usable prior-run baseline is available. If it is not, the instruction should say to include that limitation in the run report.
Will the sheet contain every interaction?
It can include interaction data available to Notis for the requested period. Coverage depends on the data accessible to the automation.
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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