Prepare a weekly batch of spreadsheet summary documents
Set a recurring time to prepare a batch of spreadsheet summaries, so you have a consistent packet ready for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Pulling together the same recurring summaries by hand competes with the work those summaries are meant to inform.
- Run document creation on a recurring schedule.
- Package multiple generated summaries in one ZIP archive.
- Reduce repetitive reporting preparation.
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, describe the spreadsheet information and summary documents to produce, including any data Notis must retrieve.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real example and review the ZIP output.
Questions about this workflow
Where does the workflow get spreadsheet information?
Your instruction should identify the relevant Google Sheets information and ensure Notis can retrieve it through its connected access.
Can I run this every week?
Yes. A notis_cron trigger is schedule-based; select the recurring schedule when creating the automation.
What file does the action produce?
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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