Use a changing metric to prompt feedback
When a customer metric moves, invite a relevant contact to share feedback while the context is fresh.
Trigger
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.
Action
Create or Update Person
Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.
Why this helps
Important shifts in customer metrics can pass without a feedback request to help explain them.
- Connect a metric change to a feedback request
- Reduce manual monitoring of spreadsheet calculations
- Capture customer context around notable shifts
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Delighted once in the Notis portal.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis how to use the changed metric and available person context to schedule a Delighted survey email.
- 4Pick the Aggregate Metric Changed trigger and choose where run reports go.
- 5Test with one real metric change.
Questions about this workflow
Can the aggregate metric identify a person by itself?
Usually it describes a calculation, not an individual. Provide a way to identify a relevant person in the trigger data or instruction.
What calculations can trigger it?
The event monitors SUM, COUNT, AVG, MIN, or MAX and fires when the calculated result changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Delighted. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Delighted actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Person to Autopilot Email
Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.
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.
Create or Update Person
Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.
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.
Delete Pending Survey Requests
Tool to remove all pending (scheduled but not yet sent) survey requests for a person. Use when you need to cancel all future surveys for a specific email address.
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.
Delete Person
Tool to remove a person and all associated data from Delighted. Use when you need to permanently delete a person's information. Deletion includes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe/bounce status.
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.
Get Autopilot Email Configuration
Tool to retrieve the current Autopilot configuration for email distribution. Returns configuration details including whether Autopilot is active, survey frequency, and timestamps.
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.
Get Autopilot SMS Configuration
Tool to retrieve the current Autopilot configuration for SMS distribution. Use when you need to check whether Autopilot is enabled, review survey frequency settings, or examine configuration timestamps for SMS surveys.
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.
List Autopilot SMS Memberships
Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.
Connect any two apps with Notis in the middle.
Google Sheets and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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