Turn a spreadsheet metric change into an agreement draft
When a tracked total or count changes, have Notis prepare the relevant document from a Documenso template.
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
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Important changes in operating metrics can trigger paperwork that gets delayed while someone notices and starts it manually.
- Use a metric change as a clear starting signal
- Create documents from a consistent template
- Reduce delays between a business change and its paperwork
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Documenso once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe what the aggregate change means and which template and document details Notis should use.
- 4Pick the Aggregate Metric Changed trigger and choose where run reports should go.
- 5Test with one real example metric change.
Questions about this workflow
Can Notis infer the agreement terms from the metric alone?
Provide the relevant terms or context in your instruction or make sure the available data contains them.
Which calculations can trigger this workflow?
The listed trigger supports aggregate calculations such as SUM, COUNT, AVG, MIN, and MAX.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Documenso. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
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.
Delete Template
Tool to delete a template by ID.
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.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
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.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
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.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
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.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Google Sheets and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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