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Bring just the relevant tracker data into a filing review

Use the existing spreadsheet records that matter to the filing question at hand.

Trigger

Webhook received

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

Action

Get Spreadsheet by Data Filter

Returns the spreadsheet at the given id, filtered by the specified data filters. use this tool when you need to retrieve specific subsets of data from a google sheet based on criteria like a1 notation, developer metadata, or grid ranges.

Why this helps

Large trackers add noise when a review only needs a small subset of company history.

  • Retrieve selected spreadsheet records
  • Keep filing reviews focused
  • Use existing company history as context

Setup

Build it in a few focused steps.

  • 1Connect Bigdata.com MCP and Google Sheets once in the Notis portal.
  • 2Create an automation named Targeted Filings Data Retrieval.
  • 3Tell Notis to research the requested filing and retrieve matching spreadsheet data filters for the named company and period before preparing its review.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one filing question and confirm the retrieved records match the request.

Questions about this workflow

What data can the filter return?

It returns spreadsheet data matching the filters you specify, such as ranges, metadata, or grid criteria.

Will it modify the spreadsheet?

No. This action retrieves matching data for the review.

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.

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.

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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No card. Works with personal or business Google Sheets.