Have a proposal snapshot ready for review
Put the latest available proposal details in your review sheet before the meeting starts.
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
Preparing a proposal review can mean rebuilding the same summary from several sources every time.
- Prepare a consistent proposal view before a review.
- Reduce repeated manual report preparation.
- Keep review information in an existing spreadsheet.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Google Sheets once in Notis.
- 2Create an automation in the portal or through a plain language request.
- 3Ask Notis to retrieve the proposal details needed for review and update the specified reporting range.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one real proposal and confirm the snapshot shows the intended details.
Questions about this workflow
Can it calculate a conversion rate?
Only if the source and sheet provide the needed proposal and outcome data. Missing history or baselines must be supplied.
Does the destination range need to exist?
Yes. The target sheet and range must be present for the update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Google Sheets. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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