Spot relationships that may need a follow-up
Ask Notis to review the relationship data you track and summarize the patterns that deserve a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Why this helps
It takes time to scan a CRM for relationships that have gone quiet or need a next step.
- Summarize a chosen relationship measure in Sheets.
- Make periodic review more consistent.
- Bring potential follow-up candidates into a familiar spreadsheet.
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 which available Attio field and matching value to review, what numeric measure to aggregate, and how to label the result in Sheets.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the measure is available and the result is useful.
Questions about this workflow
Can Notis decide what counts as stale?
Only when you specify a supported signal, such as an available date field and a cutoff rule. If Attio does not provide that data, it must be supplied or omitted.
What kind of measure can be summarized?
The selected Google Sheets action searches for rows matching a value in one column and performs mathematical operations on another column. The required columns and values need to exist in the sheet.
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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