Keep proposal templates aligned with new spreadsheet data
When new rows reveal changed pricing, terms, or offer details, ask Notis to review the information and update the right Documint template.
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
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.
Why this helps
Proposal templates can go stale while founders are busy adding revised terms and pricing to spreadsheets.
- Reduce manual copying between pricing sheets and proposal templates.
- Keep template updates tied to actual new sheet entries.
- Review the revised template in Documint after the update.
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 review new rows for proposal changes and update the specified Documint template when warranted.
- 4Pick the New Rows in Google Sheet trigger and choose where run reports go.
- 5Test with one real row and confirm the Documint template reflects the intended change.
Questions about this workflow
Does every new row update the template?
The prompt can ask Notis to update the template only when a row contains relevant changes. Review the prompt carefully so it matches your process.
What does Notis need to identify the right template?
Specify the template by its known name or ID in the instruction. The listed action updates a template; it does not create a document.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documint.