Create a batch of review documents when a metric changes
A meaningful movement in a tracked spreadsheet metric can trigger a batch of documents, ready to review together in one ZIP.
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
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Why this helps
When a key total or count changes, creating several related documents one at a time delays review and follow-up.
- Use a change to an aggregate calculation as a timely signal.
- Generate multiple documents in one batch.
- Receive the resulting documents packaged in a ZIP archive.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, explain what documents to create from a changed metric and what data or files the batch requires.
- 4Pick Aggregate Metric Changed as the trigger and choose where run reports should go.
- 5Test with one real metric change and review the ZIP output.
Questions about this workflow
Which metric calculations are supported by this trigger?
The listed aggregate types are SUM, COUNT, AVG, MIN, and MAX.
Can the metric change alone provide all document details?
Only if the monitored result provides enough context. Specify any additional data or files Notis should use in your instruction.
What does the action return?
It generates multiple documents packaged in a ZIP archive.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Docugenerate. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
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.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
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.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
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.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
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 or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
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.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
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.
Connect any two apps with Notis in the middle.
Google Sheets and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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