Keep thesis notes current when a material event lands
Turn a company event into a timely update to the matching thesis record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Important developments can sit in a news feed without making it into the investment thesis tracker.
- Connect company developments to thesis records
- Update matching values in place
- Keep source evidence near the note
Setup
Build it in a few focused steps.
- 1Connect Bigdata.com MCP and Google Sheets once in the Notis portal.
- 2Create an automation named Event-Driven Thesis Update.
- 3Tell Notis to research the requested material event and update the matching thesis record using specified data filters, including a concise note and source link.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real event and verify only the intended matching records change.
Questions about this workflow
What if no thesis record matches?
Ask Notis to report that no record matched so you can decide whether to add one.
Can it change the thesis conclusion automatically?
It can write a requested note, but any investment conclusion should be reviewed by your team.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigdata.com MCP to Google Sheets. A trigger fires from one place; an action lands in another.
Bigdata.com MCP 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.
Bigdata.com MCP and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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