See which customer touchpoints are happening
Understand the team's recent recorded activity at a glance.
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 activity history can make it difficult to see the mix of conversations and follow-ups happening across the team.
- Compare recent activity counts by type.
- Review team touchpoint patterns in one place.
- Use recorded CRM activity as a basis for discussion.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis the activity window to review, then ask it to count available activities by type and write the summary to Sheets.
- 4Pick a weekly schedule and choose where run reports should go.
- 5Test with one real example and confirm the activity types are grouped usefully.
Questions about this workflow
Does this measure all customer conversations?
It summarizes activities recorded in Capsule and available to Notis. Unlogged interactions are not included.
Can it compare with the previous period?
Yes, if the date information is available. Ask Notis to report both periods clearly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Google Sheets. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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