Give each monthly meeting review its own tab
Start each review period with a clean worksheet for meeting takeaways.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Recurring reviews are harder when new notes are mixed into old reporting periods.
- Give each review period a dedicated place.
- Keep historical reviews easier to browse.
- Reduce the setup work before a monthly review.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction the monthly worksheet tab to add and its intended title.
- 4Choose the notis_cron schedule and where run reports should go.
- 5Test with one real example and confirm the destination spreadsheet exists.
Questions about this workflow
Will this fill the new tab with meeting data?
No. It adds a worksheet tab. Use a separate step or automation to write review content into it.
Can the tab title include the month?
Ask for a title that includes the intended review period, subject to the worksheet title rules.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Google Sheets. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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