Find the right document template for a new spreadsheet
When a new spreadsheet starts a workflow, quickly surface the document templates that fit it.
Trigger
New Spreadsheet Created
Triggers when a new Google Spreadsheet is created. This trigger monitors Google Spreadsheets and fires when new spreadsheets are detected. Uses timestamp filtering to efficiently detect newly created spreadsheets.
Action
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Why this helps
Teams create a new data source but lose time deciding which document template to use next.
- Reduce template hunting
- Standardize follow-up documents
- Start new workflows faster
Setup
Build it in a few focused steps.
- 1Connect Google Super and Docugenerate.
- 2Create an automation named New Spreadsheet Template Finder.
- 3Tell Notis what kind of template to find based on the new spreadsheet context.
- 4Pick New Spreadsheet Created as the trigger and choose a report channel.
- 5Test with one new spreadsheet.
Questions about this workflow
Does this generate a document?
No. It retrieves or lists templates so you can choose the right one for the next workflow step.
Can it filter templates by name?
Yes. Include the naming or metadata criteria in the instruction.
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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