Review directory records after new intake
Give your team a focused review step when new people arrive in an intake sheet.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
ChMeetings: List People
Tool to retrieve list of People records from ChMeetings. Use when syncing people data; rate limit 100 requests per 20 seconds.
Why this helps
Directory checks often compete with intake work, making it harder to spot records that need attention.
- Create a clear review moment after new intake arrives.
- Help staff focus on records that may need follow-up.
- Reduce context switching between intake and directory checks.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for directory review.
- 3Tell Notis to retrieve the ChMeetings people list when intake rows arrive and summarize any review guidance you supply.
- 4Pick the Google Sheets New Rows in Google Sheet trigger and choose where run reports should go.
- 5Test with one real intake row and review the report.
Questions about this workflow
Does this action search for one exact matching person?
The listed action retrieves a list of People records. The description does not promise exact person lookup or duplicate detection.
Can Notis flag possible duplicates?
Only if the retrieved data and incoming rows provide enough information for a comparison. Treat any result as a review aid unless your process provides a reliable matching rule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Chmeetings. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Tool to invite a new attendee to a specified meeting. Use when you need to add attendees before the meeting begins.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Tool to retrieve details for a specific attendee. Use when you have an attendee_id and need the attendee's full profile.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
ChMeetings: Create Meeting
Tool to create a new meeting in ChMeetings. Use when you have all meeting details and need to schedule it via the ChMeetings API.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
ChMeetings: Create Organization
Tool to create a new organization.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
ChMeetings: Create Reminder
Tool to create/schedule a reminder for a meeting in ChMeetings.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Meeting Attendee
Tool to remove an attendee from a meeting. Use after confirming attendee details.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
List Meeting Attendees
Tool to list attendees of a meeting. Use when you need to retrieve attendees for a specific meeting.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
ChMeetings: Delete Meeting
Tool to delete an existing meeting. Use when you have confirmed the meeting ID to permanently remove the meeting.
Connect any two apps with Notis in the middle.
Google Sheets and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Chmeetings.