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Keep document templates visible during spreadsheet changes

When spreadsheet metadata shifts, Notis can list your templates and summarize which ones could relate to the change, based on the context you provide.

Trigger

Spreadsheet Metadata Changed

Polling trigger that detects when a Google Spreadsheet's metadata changes. Uses snapshot-based diffing to detect any changes in spreadsheet properties, sheets, named ranges, developer metadata, data sources, etc.

Action

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

Why this helps

Broad spreadsheet updates can have downstream effects that are difficult to track across separate tools.

  • Make a template inventory available during spreadsheet maintenance.
  • Prompt a relevant review from broad metadata changes.
  • Reduce time spent locating document assets for an operational check.

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 and use your supplied context to flag likely review candidates.
  • 4Pick the Spreadsheet Metadata Changed trigger and choose where run reports go.
  • 5Test with one real metadata change and review the template inventory report.

Questions about this workflow

Does the trigger report every metadata detail?

It detects changes in spreadsheet properties, sheets, named ranges, developer metadata, data sources, and other metadata. Your prompt should state what context matters.

Can the workflow delete or modify templates?

No. This workflow uses the List Templates action to retrieve an inventory for review.

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.

TriggerScheduled

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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

TriggerPolling

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

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.

TriggerPolling

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

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.

TriggerPolling

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.

TriggerPolling

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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