See project budget patterns across Bonsai work
Get a focused view of project amounts without manually totaling every matching row.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Why this helps
Comparing project amounts takes time when relevant Bonsai records are not grouped for review.
- Aggregate matching project amounts in Sheets.
- Review project totals on a regular cadence.
- Spot records that deserve a closer look.
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 identify the matching Bonsai projects and aggregate the relevant amount column in Sheets.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with real project records and check the match criteria and total.
Questions about this workflow
Can the aggregation use any project field?
The Sheets action searches by a specific column match and performs math on another column. Specify the available columns and the calculation in your prompt.
Does Bonsai trigger this automatically?
No. This workflow is launched on a Notis schedule because Bonsai has no listed trigger events.
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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