Check your template inventory when a business metric shifts
A meaningful change in counts, averages, or totals can be a useful moment to review the document templates supporting your business.
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
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
A metric shift can trigger new needs for proposals or policies, but template inventories are often checked only when someone remembers.
- Pair metric movements with a current template inventory.
- Make a consistent review prompt when business totals change.
- Help founders spot templates that may deserve attention.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to list Documint templates when the monitored metric changes and summarize which may merit review.
- 4Pick the Aggregate Metric Changed trigger and choose where run reports go.
- 5Test with one real metric change and review the returned template list.
Questions about this workflow
Can this action identify which template needs updating?
The action lists templates. Notis can summarize likely review candidates using the information available, but the instruction must provide any needed business context.
Which metrics can start this workflow?
The trigger supports SUM, COUNT, AVG, MIN, and MAX on a target column, optionally filtered by a search column and value.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Documint. A trigger fires from one place; an action lands in another.
Google Sheets triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
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.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
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.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
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 Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
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.
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.
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 Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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