Weekly revenue intelligence delivered to Google Sheets
Stop manually calculating weekly numbers. Every Friday, Notis pulls closed deals, pipeline value, and win rate into a ready-to-review metrics sheet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Why this helps
Friday afternoon data review is often skipped because manually calculating revenue across Airtable and email is exhausting. Key metrics stay unknown until month-end.
- Know your weekly revenue without manual calculation
- Spot pipeline trends early with regular snapshots
- Make faster decisions with current, aggregated data
- Build historical trending data automatically
Setup
Build it in a few focused steps.
- 1Connect Airtable (your deals base) and Google Sheets to Notis
- 2Create automation: 'Every Friday at 4pm, sum closed deals from Airtable this week, calculate pipeline value, and add a row to my Weekly Revenue sheet'
- 3Select 'Weekly at Friday 4:00 PM' trigger and 'Aggregate Column Data' action
- 4Pick your notification channel for weekly summary reports
- 5Test by running manually to ensure your deal counts are accurate
Questions about this workflow
How does it identify closed deals?
Specify in your prompt, e.g., 'Sum all rows where Status = Closed Won AND closed this week.'
Can it include pipeline value for open deals?
Yes. Tell Notis to sum both closed deals and open pipeline separately, adding both to the same row.
What if I close a deal on Friday evening?
It captures whatever is marked closed by 4pm Friday. Adjust the time if you want to catch late-week closes.
Can I track multiple metrics (deals, revenue, pipeline, win rate)?
Yes. Include all metrics in your prompt and Notis will calculate and log each one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Google Sheets. A trigger fires from one place; an action lands in another.
Airtable triggers
Google Sheets actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
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.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
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 Airtable and Google Sheets. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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