Prepare monthly revenue metrics for your board pack
Have the recurring revenue figures ready for the board pack before the reporting rush begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Board preparation gets harder when metrics are gathered late and copied across documents at the last minute.
- Reduces last-minute metric gathering.
- Creates a repeatable monthly reporting step.
- Keeps reported figures available in Sheets for review.
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 what to prepare from any channel.
- 3In one instruction, name the available Baremetrics metrics and reporting period to place in the board pack sheet.
- 4Pick a monthly schedule as the trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Will this create a board presentation?
No. It prepares information in Google Sheets. You can use the sheet as an input to your board pack.
Can it include a prior-period comparison?
Request the comparison. Notis needs the relevant periods from Baremetrics or prior figures in the sheet.
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.
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.
Baremetrics and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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