Keep Bonsai client onboarding moving with a Sheets tracker
Turn onboarding progress in Bonsai into a clear list of next steps you can scan at a glance.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Append Values to Spreadsheet
Tool to append values to a spreadsheet. use when you need to add new data to the end of an existing table in a google sheet.
Why this helps
Onboarding details are easy to lose when client work is split between Bonsai and a separate tracker.
- See onboarding progress without reopening every Bonsai project.
- Keep a dated record of newly found milestones.
- Make stalled onboarding easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to review Bonsai onboarding and append new client milestones to your tracker.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real onboarding example and confirm the row is useful.
Questions about this workflow
Does Bonsai start this automation when a client is added?
No. Bonsai has no listed trigger event, so this workflow uses a recurring Notis schedule to review Bonsai.
What should each tracker row contain?
Ask Notis to include the client, project, milestone, current status, and relevant date when those details are available in Bonsai.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Google Sheets. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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