Start the week with a focused member review
Have Notis scan the directory data you keep in Sheets and surface records that may need a follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Reviewing a large member list by hand makes it harder to spot who needs attention first.
- Turn a routine directory review into a concise summary.
- Spot member records that merit a closer look.
- Keep review work on a predictable schedule.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the weekly review outcome.
- 3Tell Notis to retrieve the relevant sheet data and summarize member records that may need attention.
- 4Choose a recurring schedule and where run reports should go.
- 5Test the instruction with one real example and confirm the summary is useful.
Questions about this workflow
Does this automatically know which members need follow-up?
Notis can summarize patterns in the sheet data, but your instruction should define what needs attention. Any missing status or baseline must be supplied by you.
Does the schedule trigger Brilliant Directories directly?
The schedule starts the Notis automation. The workflow can review the directory data available through the connected apps and the specified spreadsheet.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Google Sheets. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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