See lead totals by source from incoming email
Use Notis to recognize a new lead message and summarize source totals from your existing Google Sheets log.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Why this helps
Lead volume across channels can take manual filtering and counting to understand.
- Review source totals without manually scanning every row.
- Use an existing structured lead sheet as the source of truth.
- Pair a new lead message with a quick channel level view.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Google Sheets once in the Notis portal.
- 2Create an automation and describe which lead message should prompt a source total summary.
- 3Choose New Outlook Message as the trigger and choose where run reports should go.
- 4Test with one real lead email and confirm the existing sheet contains the source data to aggregate.
Questions about this workflow
Does this create a new lead row?
This workflow aggregates existing sheet data. If you also need to add the new lead, specify a separate supported Sheets write action.
What if lead source is not recorded?
The sheet needs a source value for meaningful source totals. Ask Notis to identify missing values rather than guessing.
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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