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Gather investor update metrics when requested

Prepare the recurring revenue figures for an update when the reporting request comes in.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Investor update deadlines are harder when metric collection begins only after someone asks for the numbers.

  • Gets the metrics collection started on demand.
  • Keeps reported figures in a reusable sheet.
  • Reduces repeated report preparation work.

Setup

Build it in a few focused steps.

  • 1Connect Baremetrics and Google Sheets once in the Notis portal.
  • 2Create the automation in Automations, New Automation, or tell Notis your intended outcome from any channel.
  • 3Ask Notis to retrieve the available metrics and period needed for your investor update and append them to the sheet.
  • 4Pick a webhook as the trigger so an HTTP request starts the automation.
  • 5Choose where run reports go, then test with one real example.

Questions about this workflow

Will this send an update to investors?

No. It prepares metrics in Sheets. Review and use those figures in your investor communication.

Can it include narrative context?

Ask Notis to add a concise summary if the returned data supports it. Review the result before sharing externally.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Baremetrics to Google Sheets. A trigger fires from one place; an action lands in another.

Baremetrics triggers

Google Sheets actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Aggregate Column Data

Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Baremetrics 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.