See which lead sources are showing up in your records
Turn lead rows into a concise source summary you can review on a regular cadence.
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
A long lead list makes it difficult to see which sources are represented without manual counting.
- Summarize matching lead records
- Reduce manual counting
- Review source activity regularly
Setup
Build it in a few focused steps.
- 1Connect BotPenguin and Google Sheets once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe the source values and spreadsheet column to aggregate.
- 4Choose a recurring schedule and a report destination.
- 5Test with one real set of lead rows.
Questions about this workflow
What information does this need?
The sheet needs a source column and a numeric column if you want totals. Notis can aggregate values present in the selected spreadsheet data.
Can it report a count?
Describe the aggregation you want, such as counting matching rows or summing a numeric column.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotPenguin to Google Sheets. A trigger fires from one place; an action lands in another.
BotPenguin 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.
BotPenguin and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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