Open campaign reviews with a useful filter
Prepare the campaign sheet for a recurring review so the team can focus on the records that matter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Set Basic Filter
Tool to set a basic filter on a sheet in a google spreadsheet. use when you need to filter or sort data within a specific range on a sheet.
Why this helps
Starting each review by rebuilding the same filter wastes time and adds another step to remember.
- Prepare a sheet for a recurring review
- Cut repetitive filter setup
- Make campaign records easier to scan
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Google Sheets once in Notis.
- 2Create an automation in the portal or state the intended review setup.
- 3Describe the existing sheet range and filter arrangement to apply for the review.
- 4Choose a recurring schedule, timezone, and report channel.
- 5Test with one real range and confirm the filtered view suits the review.
Questions about this workflow
Does this action filter the source data from Blackbaud?
No. It sets a basic filter on a Google Sheets range that already exists.
Will the filter criteria change each run?
A recurring schedule runs the instruction you provide. Specify criteria that are known or available at each run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Google Sheets. A trigger fires from one place; an action lands in another.
Blackbaud 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.
Blackbaud and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Sheets.