Check Your Existing Prospect Sheet Before Research
Give each new research request the context of the spreadsheet you already maintain.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A prospect may already be in your working list, but checking it by hand adds another context switch.
- Review existing records before interpreting new findings
- Reduce duplicate research effort
- Use current spreadsheet context in the research prompt
Setup
Build it in a few focused steps.
- 1Connect Bigpicture io and Google Sheets once in Notis.
- 2Create an automation and state the prospect request, spreadsheet, and exact ranges to retrieve.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Tell Notis how to compare the retrieved context with the incoming research request.
- 5Test with one real prospect request and existing sheet range.
Questions about this workflow
Does this action find a spreadsheet by company name?
No. Batch get spreadsheet retrieves values from specified ranges. Provide a spreadsheet identifier and ranges in the instruction or request.
Can it avoid duplicate research?
It can surface records in the requested ranges for Notis to compare. Any duplicate decision should use a clearly stated matching rule.
Must the referenced worksheet exist?
Yes. The spreadsheet must have at least one worksheet, and explicitly referenced sheet names must exist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigpicture io to Google Sheets. A trigger fires from one place; an action lands in another.
Bigpicture io 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.
Bigpicture io and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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