Build your QBR deck with data instead of guessing
At the start of each quarter, Notis queries your Salesforce pipeline and customer data in Google Sheets to build your QBR summary: revenue, churn, new customer acquisition, and pipeline forecast. Your board gets data-driven insights without manual assembly.
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
QBR deck-building is a time-consuming scramble. Data lives in Salesforce; leadership questions come in via email. Nobody has a single source of truth until hours before the meeting.
- Board-ready QBR data without manual assembly
- Consistent, quarterly rhythm for business reviews
- Data-driven decisions instead of gut feel
- Save hours of deck-building time
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'At the start of each quarter (e.g., Jan 1, Apr 1, Jul 1, Oct 1), query my Salesforce data sheet for: total ARR, MRR, new customer count, churn rate, pipeline by stage, forecast, and top customers by revenue. Create a summary with quarter-over-quarter growth rates and highlight trends'
- 3Set the trigger to a scheduled quarterly cron. Choose your notification channel.
- 4Test by running the automation manually and reviewing the QBR summary generated
- 5Notis now delivers your QBR data automatically each quarter
Questions about this workflow
Can I compare to prior quarters automatically?
Yes. Ask Notis to calculate quarter-over-quarter growth rates and YoY trends. It'll pull historical data from your sheet.
What if I need the QBR report in a specific format?
Describe the format in your prompt (e.g., 'create a deck with slides for revenue, churn, and pipeline'). Notis will structure the query results to match.
Can I send the QBR directly to leadership?
Yes. Ask Notis to email the QBR summary to your board or leadership team automatically when it's generated.
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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