Organize Your Customer Database with Automatic Filtering
Emails arrive and get sorted by segment automatically—view all VIP customers, all active deals, or all churned accounts without manual filtering.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Set Basic Filter
Tool to set a basic filter on a sheet in a google spreadsheet. use when you need to filter or sort data within a specific range on a sheet.
Why this helps
Customer database is a flat list. To see which customers are VIP, which are at risk, or which are prospects, you have to manually sort and filter. Without segmentation, personalized outreach and account strategy get lost.
- View customers by segment instantly—VIP, churned, at-risk, prospects
- Prioritize outreach and support based on customer tier
- Spot which segments need attention most
- Personalize communication without manual segmentation work
Setup
Build it in a few focused steps.
- 1Connect Gmail and Google Sheets.
- 2Set up a customer sheet with name, email, company, tier, and stage columns.
- 3Tell Notis: 'When emails arrive from customers, check my database for their tier and add auto-filters to show VIP customers, high-value deals, and at-risk accounts.'
- 4Set the trigger: incoming emails from your customer domain or specific contacts.
- 5Populate your sheet manually or via prior automation; then test the filter.
Questions about this workflow
How do I define customer tiers or segments?
You create them in the sheet first—add a 'Tier' column with values like VIP, Standard, Prospect. Notis matches incoming emails to existing rows.
Can filters update automatically when the data changes?
Notis can set up filters, but they're manual views you select. For dynamic updates, ask Notis to create separate sheets per segment.
What if a customer isn't in my database yet?
Notis logs their email as a new row, and you manually assign their tier, or set up a rule like 'new customer emails default to Prospect tier.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Google Sheets. A trigger fires from one place; an action lands in another.
Gmail triggers
Google Sheets actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Not just Gmail and Google Sheets. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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