Keep Your Sales Pipeline Visible Without CRM Friction
You send a proposal, Notis logs it to your pipeline sheet—no CRM login, no separate data entry, just a live view of what's outstanding.
Trigger
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.
Action
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.
Why this helps
Sales founders use CRM or Sheets, but often bounce between both. Proposals sent via email don't auto-log. Without tracking, follow-ups slip, deals stall, and revenue gets lost in chaos.
- Centralize all proposals in one spreadsheet
- Automatically flag overdue follow-ups
- See at a glance which deals are pending response
- Reduce lost opportunities from forgotten follow-ups
Setup
Build it in a few focused steps.
- 1Connect Gmail and Google Sheets.
- 2Set up a sheet with columns: Recipient, Amount, Sent Date, Due Date, Status.
- 3Tell Notis: 'When I send a proposal email, add it to my pipeline sheet with recipient name, amount (if in subject), and a follow-up due date 7 days out.'
- 4Set the trigger: sent emails with 'proposal' or 'pricing' in the subject.
- 5Send a test proposal and verify it appears in Sheets with auto-calculated follow-up date.
Questions about this workflow
How does Notis extract the proposal amount?
It looks for numbers in the subject or email body. You can refine the pattern—e.g., 'look for $ amounts' or 'extract from attached PDF.'
Can it auto-send follow-up reminders?
Not yet, but you can set up a separate workflow to email you when follow-ups are due based on the due date column.
What if I want to manually override a follow-up date?
Edit the sheet cell directly. Notis respects manual changes and won't overwrite them.
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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