Generate client briefs from new Google Sheets rows
Stop turning intake rows into documents by hand. Notis can generate a ready-to-share client brief as soon as a new row arrives.
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
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
New intake data sits in Sheets while someone remembers to create the actual brief.
- Create briefs immediately after intake
- Keep every brief consistent
- Reduce copy and paste work
Setup
Build it in a few focused steps.
- 1Connect Google Super and Docugenerate once in Notis.
- 2Create an automation named New Row Client Brief.
- 3Tell Notis to use the new row data to generate a client brief from your chosen template.
- 4Pick New Rows in Google Sheet as the trigger and choose a report channel.
- 5Test with one real intake row.
Questions about this workflow
Can Notis use my existing template?
Yes. Tell Notis which Docugenerate template to use, or ask it to list available templates first.
What if a row is missing information?
Tell Notis to flag missing values in the run report instead of generating an incomplete brief.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Super to Docugenerate. A trigger fires from one place; an action lands in another.
Google Super triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
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.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
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.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
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 template’s file and settings. Use after confirming the template ID and desired inputs.
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.
Connect any two apps with Notis in the middle.
Google Super and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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