Get your weekly pipeline snapshot without the Friday morning scramble
Every Friday at 9 AM, Notis runs a query on your Salesforce-linked Google Sheet and creates a summary of your pipeline by stage, owner, and forecast. No manual report-building, no data hunting—your pipeline insight is ready for your weekly planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Execute SQL on Spreadsheet
Execute sql queries against google sheets tables. supports select, insert, update, and delete operations with familiar sql syntax. tables are automatically detected and mapped from the spreadsheet structure.
Why this helps
Friday pipeline reviews become a time sink pulling reports from Salesforce. The data is often stale by the time the team reads it, and inconsistent analysis means decisions lack grounding.
- Consistent, data-driven weekly pipeline reviews
- Reduce Friday morning report-building overhead
- Catch pipeline trends before they become problems
- Share clean pipeline summaries with leadership
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis (make sure pipeline data is synced to a sheet)
- 2Create an automation with the prompt: 'Every Friday at 9 AM, query my pipeline sheet for all open opportunities grouped by stage and rep, with total amount and forecast. Create a summary showing pipeline by stage and highlight any stage where deals have stalled for over 30 days'
- 3Set the trigger to a scheduled weekly cron. Choose your notification channel (Slack for the summary, or email for a report).
- 4Test by manually running the automation once to see your pipeline summary
- 5Notis now delivers your weekly pipeline analysis automatically
Questions about this workflow
Can I customize the pipeline query?
Yes. Describe your analysis in plain language: 'Show me only deals closing this quarter' or 'Group by product line instead of rep'. Notis adjusts the query.
What if I want the report at a different time?
Specify the day and time in your prompt (e.g., 'Monday at 8 AM' or 'every business day at 5 PM'). Notis will deliver on schedule.
Can I have the summary sent to leadership automatically?
Yes. Ask Notis to send the summary to your leadership Slack channel or email list every week. No manual forwarding needed.
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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