See your team's work in real time without status meetings
Every task created or completed in Salesforce triggers an update to your team activity dashboard. You see work happening in real time—who's busy, what's done, what's stuck—without asking anyone for status.
Trigger
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.
Action
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.
Why this helps
Status meetings feel awkward. Team members interrupt each other asking 'What are you working on?' Instead of talking to each other, you get defensive status updates. Real visibility never emerges.
- Real visibility into team work without interruption
- Spot bottlenecks and overwork automatically
- Reduce need for status meetings
- Better async team coordination
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'When a task is created or completed in Salesforce, update my team activity dashboard with the person's name, count of tasks created today, count of tasks completed today, and status of in-progress tasks'
- 3Set the trigger to Task Created or Completed. Choose your notification channel.
- 4Test by creating and completing a task in Salesforce and verifying the dashboard updates
- 5Your team now has real-time activity visibility without status meetings
Questions about this workflow
Does this track time spent on tasks?
Notis tracks task creation and completion, not duration. For time tracking, you'd need to log time in Salesforce or a separate time tool.
Can I see just my team's work, not the whole company?
Yes. Specify in your prompt which team (e.g., 'sales team' or 'account management'). Notis will filter the dashboard.
What if someone completes tons of small tasks just to look busy?
You'll see task volume, but Notis also tracks task size/impact if you capture it in Salesforce. A dashboard is a tool, not a surveillance system—use it to support your team, not judge them.
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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No card. Works with personal or business Google Sheets.