Make scheduled giving reviews easier to prepare
Start a recurring review prompt, gather the giving details you need, and retrieve the relevant section of your sheet.
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
Preparing a regular giving review can mean switching between records and rebuilding the same context each time.
- Create a repeatable prompt for regular giving reviews.
- Retrieve specified spreadsheet ranges for comparison.
- Keep the review focused on data and date ranges you provide.
Setup
Build it in a few focused steps.
- 1Connect ChMeetings and Google Sheets once in Notis.
- 2Create an automation and describe the giving review you want in one instruction.
- 3Choose a recurring schedule and where run reports should go.
- 4Specify the spreadsheet ranges to retrieve as part of the requested outcome.
- 5Test with one real review period.
Questions about this workflow
Can Notis infer which date range to review?
Provide the date range in the prompt or request. The workflow should not assume a date field or history that has not been supplied.
Does this schedule itself create a ChMeetings trigger?
No. The trigger is a Notis schedule. ChMeetings does not expose a trigger event in the provided list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chmeetings to Google Sheets. A trigger fires from one place; an action lands in another.
Chmeetings 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.
Chmeetings and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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