Start your day with your actual backlog, not guessing
Every morning, Notis pulls your overdue and today's Salesforce tasks into a Google Sheets daily backlog sheet. You see exactly what needs doing—no scrolling through Salesforce, no forgotten follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Append Values to Spreadsheet
Tool to append values to a spreadsheet. use when you need to add new data to the end of an existing table in a google sheet.
Why this helps
Tasks get created in Salesforce but vanish from view. You forget what you said you'd do. By Friday, you're scrambling to clear a backlog of surprises.
- Clear daily priorities without hunting through Salesforce
- Reduce forgotten or overdue tasks
- Better daily accountability to your team
- Less end-of-week scrambling
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'Every morning at 8 AM, create a list of all my overdue and today's Salesforce tasks in my daily backlog sheet with task subject, due date, owner, and priority. Mark any task overdue by more than 1 day in red'
- 3Set the trigger to a daily cron at your preferred time. Choose your notification channel (Slack for a quick morning heads-up works well).
- 4Test by running the automation and reviewing your daily backlog sheet
- 5Your team now starts each day with a clear, prioritized backlog
Questions about this workflow
What if my morning time changes?
Update your automation prompt with a new time (e.g., 'at 7 AM instead of 8 AM'). Notis adjusts automatically.
Can I filter this to just my own tasks?
Yes. Specify in your prompt: 'show only tasks assigned to me' or 'show only tasks for accounts I own'. Notis will filter.
What if I want to see team backlogs too?
Have team members each create their own daily backlog automation, or ask Notis to create a shared team backlog showing everyone's overdue tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Google Sheets. A trigger fires from one place; an action lands in another.
Salesforce triggers
Google Sheets actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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.
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When this happens · Trigger
Do this · Action
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