Schedule feedback when a document milestone appears
Turn documented milestones into timely customer feedback.
Trigger
Keyword Detected in Document
Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.
Action
Create or Update Person
Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.
Why this helps
A milestone can be recorded in a document without triggering the next follow-up.
- React to milestone completion
- Reduce checklist chasing
- Time surveys to customer progress
Setup
Build it in a few focused steps.
- 1Connect Google Super and Delighted in Notis once.
- 2Create an automation named Document milestone survey.
- 3Tell Notis to create or update the relevant Delighted person and schedule a survey when the keyword is detected.
- 4Pick Keyword Detected in Document as the trigger and choose a report channel.
- 5Test with one real document milestone and review the run report.
Questions about this workflow
Does the keyword trigger repeat?
The source trigger fires once until it is reset, according to its documented behavior.
How does Notis identify the person?
Describe where the customer identity appears in the document or connected context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Delighted. A trigger fires from one place; an action lands in another.
Google Super triggers
Delighted actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Person to Autopilot Email
Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.
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.
Create or Update Person
Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Delete Pending Survey Requests
Tool to remove all pending (scheduled but not yet sent) survey requests for a person. Use when you need to cancel all future surveys for a specific email address.
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.
Delete Person
Tool to remove a person and all associated data from Delighted. Use when you need to permanently delete a person's information. Deletion includes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe/bounce status.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Get Autopilot Email Configuration
Tool to retrieve the current Autopilot configuration for email distribution. Returns configuration details including whether Autopilot is active, survey frequency, and timestamps.
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 Autopilot SMS Configuration
Tool to retrieve the current Autopilot configuration for SMS distribution. Use when you need to check whether Autopilot is enabled, review survey frequency settings, or examine configuration timestamps for SMS surveys.
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.
List Autopilot SMS Memberships
Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.
Connect any two apps with Notis in the middle.
Google Super and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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