Keep your lead spreadsheet inventory visible
Schedule a lightweight review of spreadsheet metadata to keep track of the lead files your team relies on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get spreadsheet info
Retrieves comprehensive metadata for a google spreadsheet using its id, excluding cell data.
Why this helps
Lead tracking files can become difficult to locate or manage when their basic details are rarely reviewed.
- Retrieve spreadsheet metadata on a recurring schedule.
- Make spreadsheet review part of a regular operating rhythm.
- Keep track of a selected lead tracking file.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which spreadsheet metadata to retrieve and how to summarize it for your review.
- 4Pick the recurring schedule trigger and choose where run reports go.
- 5Test with one real spreadsheet and confirm the report includes the expected metadata.
Questions about this workflow
Does metadata include cell values?
No. The action retrieves spreadsheet metadata and excludes cell data.
Can this discover every spreadsheet?
This action retrieves information for a spreadsheet using its id. Use Search Spreadsheets if you need to search for files.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bread & Butter to Google Sheets. A trigger fires from one place; an action lands in another.
Bread & Butter 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.
Bread & Butter and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Sheets.