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Pull related tracker context when a Doc changes

When a Doc changes, ask Notis to query your structured Sheets records and bring the relevant context into view.

Trigger

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

Action

Execute SQL on Spreadsheet

Execute sql queries against google sheets tables. supports select, insert, update, and delete operations with familiar sql syntax. tables are automatically detected and mapped from the spreadsheet structure.

Why this helps

A document update may need context from a tracker that is tedious to search manually.

  • Bring related tracker records into a document review.
  • Use table filters to narrow the result set.
  • Reduce context switching between Docs and Sheets.

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Google Sheets once in the Notis portal.
  • 2Create an automation in the portal or tell Notis in plain language from any channel.
  • 3In one instruction, ask Notis to query the relevant Sheets table for records associated with the updated Doc and report the results.
  • 4Choose Document Updated as the trigger and select where run reports should go.
  • 5Test with one real update and confirm the table contains fields that can link it to relevant records.

Questions about this workflow

Does the query action infer the table structure?

The query action is intended to run after the table schema is available. The needed table and field names must exist in the spreadsheet.

Can it find related records from the Doc title alone?

Only if the table contains a value that can be used to match the document, such as its title or another supplied identifier.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Docs to Google Sheets. A trigger fires from one place; an action lands in another.

Google Docs triggers

Google Sheets actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Aggregate Column Data

Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.

ActionInstant

New Document Created

Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

TriggerPolling

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.

ActionInstant

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

TriggerPolling

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.

ActionInstant

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

TriggerPolling

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.

ActionInstant

Document Search Update

Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

TriggerPolling

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.

ActionInstant

Document Structure Changed

Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

TriggerPolling

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.

ActionInstant

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

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.

ActionInstant

Connect any two apps with Notis in the middle.

Google Docs and Google Sheets, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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