Find the relevant client record from an email
Have Notis search your spreadsheets for the client context connected to a new incoming message.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Search Spreadsheets
Search for google spreadsheets using various filters including name, content, date ranges, and more.
Why this helps
Finding a client row often means switching between inbox search and spreadsheet filters.
- Search spreadsheet records using details from an incoming message.
- Bring relevant client context into the workflow report.
- Avoid repeated manual searches across email and sheets.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Google Sheets once in the Notis portal.
- 2Create an automation and describe what client information to find from the incoming message.
- 3Choose New Outlook Message as the trigger and choose where run reports should go.
- 4Test with one real message for a client who has a matching sheet record.
Questions about this workflow
What if more than one client matches?
Ask Notis to present the possible matches for human review instead of choosing without enough evidence.
Can it search multiple spreadsheets?
Tell Notis which spreadsheet or search criteria to use. Search results depend on the data available to the connected account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Google Sheets. A trigger fires from one place; an action lands in another.
Outlook triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Outlook and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Sheets.