Make customer record reviews easier to track
Use a shared spreadsheet to keep a scheduled customer data review organized.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Spreadsheets
Search for google spreadsheets using various filters including name, content, date ranges, and more.
Why this helps
Customer record checks are easy to postpone when there is no clear list of what to review.
- Keep the review queue visible in Sheets.
- Search the spreadsheet for customer records by agreed criteria.
- Make recurring data checks easier to complete.
Setup
Build it in a few focused steps.
- 1Connect Booqable and Google Sheets once in the Notis portal.
- 2Create an automation named Booqable Customer Record Audit.
- 3Tell Notis what customer records to review and what criteria to search for in your Google Sheets review list, then record the findings in the designated report range.
- 4Choose notis_cron and set a schedule, then choose where run reports go.
- 5Test with one real customer record and confirm the search results are useful.
Questions about this workflow
Does this correct customer data automatically?
No. It searches and records findings for review. Ask separately if you want an action that updates spreadsheet values.
What criteria can I use?
Use criteria grounded in available customer data and name the fields or values you want Notis to look for.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Booqable to Google Sheets. A trigger fires from one place; an action lands in another.
Booqable 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.
Booqable 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.