Load your Daffy profile when a giving document starts
Start a new giving document with the account context you need already summarized.
Trigger
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Action
Get User Profile
Tool to retrieve the authenticated user's profile. use when you need details about the current user's account.
Why this helps
You create planning documents without the account details needed to keep names and preferences consistent.
- Keeps account context handy
- Reduces portal switching
- Supports consistent planning documents
Setup
Build it in a few focused steps.
- 1Connect Google Super and Daffy in Notis.
- 2Create an automation named New giving document profile check.
- 3Tell Notis to retrieve the Daffy profile when a new giving related document is created and summarize useful account context.
- 4Pick the New Document Created trigger and choose where reports go.
- 5Test with one real giving document.
Questions about this workflow
Will it expose private profile data in the document?
No. Tell Notis to send the summary to your chosen report channel and include only the details you need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Daffy. A trigger fires from one place; an action lands in another.
Google Super triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
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.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
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.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
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.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
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 User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Google Super and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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