Summarize collections by customer
See where the largest outstanding balances are concentrated before deciding your next move.
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
Founders lose time calculating totals across repeated invoice rows during every cash review.
- Calculates grouped totals automatically
- Highlights concentration risk in receivables
- Makes weekly cash reviews easier to repeat
Setup
Build it in a few focused steps.
- 1Connect Chaser and Google Sheets in Notis once.
- 2Create an automation that aggregates invoice amounts by customer or status.
- 3Choose a recurring schedule trigger.
- 4Pick the channel for run reports.
- 5Test it with one customer and one invoice status.
Questions about this workflow
Can I aggregate by status instead of customer?
Yes. State the grouping column and the amount column in the prompt.
Will it change the source data?
The aggregate action analyzes matching rows and returns the calculation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chaser to Google Sheets. A trigger fires from one place; an action lands in another.
Chaser 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.
Chaser and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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