Start monthly business reviews with data instead of chasing emails
The first of every month, Notis populates a new Google Sheet with your account health scores, engagement metrics, and at-risk flags—ready for your team to strategize. No scrambling for data, just clean account intelligence waiting for you.
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
Monthly account reviews start with hours of data gathering. Spreadsheets get out of sync, at-risk accounts get missed, and decisions are made with incomplete information.
- Monthly reviews start with current, complete account data
- Spot at-risk accounts before they churn
- Consistent monthly rhythm for strategic planning
- Reduce time spent gathering and synthesizing data
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'On the 1st of each month, create a new Google Sheet with all active accounts, including revenue, last engagement date, support ticket count, health score, and an 'at-risk' flag if revenue is declining or engagement is below threshold'
- 3Set the trigger to a scheduled monthly cron. Choose your notification channel.
- 4Test by running the automation manually and reviewing the generated sheet
- 5Notis now delivers your monthly account review sheet automatically
Questions about this workflow
Can I customize what 'at-risk' means for my business?
Yes. Define your at-risk criteria in the prompt (e.g., 'flag if revenue declined 10% or no activity for 60 days'). Notis applies your rules.
Can I include my teams' notes in the monthly review?
Yes. Have team members add notes to a shared column in Salesforce, and Notis will include them in the monthly sheet.
What if I need the review on a different day?
Specify the date in your prompt (e.g., 'on the 15th of each month' or 'the first Monday of each month'). Notis adjusts the schedule.
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.
Not just Salesforce and Google Sheets. Any 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.