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Get recurring totals for lead attribution

Calculate a consistent source total from your existing lead sheet as part of a scheduled review.

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

Repeatedly filtering rows and calculating totals by hand makes channel review harder to sustain.

  • Calculate source totals from existing sheet data on a schedule.
  • Support regular channel reviews with consistent calculations.
  • Avoid repeating manual arithmetic.

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 source and numeric columns to use and which aggregate to calculate.
  • 4Pick the recurring schedule trigger and choose where run reports go.
  • 5Test with one real example and confirm the columns and calculation are correct.

Questions about this workflow

What data needs to be in the spreadsheet?

Include a column with source values and a numeric column to aggregate.

Will this refresh the sheet?

The action aggregates matching column data. It does not itself retrieve or refresh data from Bread & Butter.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Aggregate Column Data

Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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No card. Works with personal or business Google Sheets.