Turn a spreadsheet question into a recurring report
Tell Notis what to query in your deal table and receive the results on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Spreadsheet Table
This action is used to query a table in a google spreadsheet, call this action to query a table in a spreadsheet. execute sql-like select queries against spreadsheet tables. supports where conditions, order by, limit clauses. call this action after calling the get table schema action to query a table in a spreadsheet.
Why this helps
Repeating the same spreadsheet question can mean reapplying filters and rebuilding the same report.
- Repeat a useful table query on a schedule.
- Review matching rows without recreating filters.
- Make recurring spreadsheet questions easier to answer.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome from any channel.
- 3In one instruction, describe the table query, including the criteria, sort order, or limit you want.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the query on real table data and inspect the reported rows.
Questions about this workflow
Does this require a detected table?
Yes. Make sure the sheet has a table structure, and use Get Table Schema first if you need to inspect its columns.
Can it answer questions about data that is not in the table?
No. The query works with the available table structure and data. Supply any additional context in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Google Sheets. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
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.
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.
Pipedrive and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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