Create a proposal when a new opportunity lands in Google Sheets
Add an opportunity to your sheet and let Notis prepare its proposal document, so the next step is ready without rebuilding details by hand.
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
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.
Why this helps
Copying opportunity details from a spreadsheet into proposal templates takes time and makes it easy to miss a field before sending.
- Prepare a proposal as soon as a new opportunity row appears.
- Reduce manual copying from the sheet into a document template.
- Get generated document metadata, including its download URL, for review.
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, tell Notis how to use each new opportunity row to generate a proposal from your template.
- 4Pick New Rows in Google Sheet as the trigger and choose where run reports should go.
- 5Test with one real opportunity row and review the generated document.
Questions about this workflow
What starts this workflow?
A newly added row in the selected Google Sheet starts the automation.
Does this send the proposal to the client?
No. The action generates a document and returns metadata such as a download URL. Sending it requires a separate workflow.
What should my instruction include?
Describe which row details matter, which proposal template to use, and how Notis should handle missing information.
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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