Automate Your Daily Lead Summary
Wake up to a fresh summary of yesterday's new contacts, automatically logged to your sheet.
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
You start each day reviewing new leads in HubSpot, manually summarizing them for the team, and copying details into tracking sheets.
- Start each day with a complete lead summary already in Sheets
- Share lead activity with your team without manual effort
- Spot trends in lead volume and quality over time
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Google Sheets integrations to Notis.
- 2Create a summary sheet with columns for date, contact count, and lead sources.
- 3Tell Notis: 'Every morning at 8 AM, query HubSpot for contacts created yesterday and append a summary row to my sheet with the count and top lead sources.'
- 4Set your preferred wake-up time for the report.
- 5Check your sheet the next morning to see the summary.
Questions about this workflow
What time does the summary run?
You choose. Most teams pick early morning so leads are reviewed at the start of the day.
Can I include custom fields in the summary?
Yes. Tell Notis which metrics you care about (lead source, score, industry, etc.) in your automation prompt.
What if there are no new contacts on a given day?
Notis still appends a row (with zero contacts) so your team sees the report ran and no leads came in that day.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Google Sheets. A trigger fires from one place; an action lands in another.
Hubspot triggers
Google Sheets actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
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.
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.
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.
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 Hubspot and Google Sheets. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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