Weekly Contact Performance at a Glance
Get a weekly summary of contact activity, organized by source and quality score, automatically logged to Sheets.
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
Every Friday, you manually pull contact reports from HubSpot, aggregate numbers, and create a summary for leadership, wasting time on repetitive analysis.
- Replace manual weekly reporting with automated aggregation
- Spot lead quality trends without digging through HubSpot
- Share consistent, real data with leadership each week
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Google Sheets to Notis.
- 2Create a weekly summary sheet with columns for week, total new contacts, source breakdown, and average lead score.
- 3Tell Notis: 'Every Friday at 5 PM, count new contacts from the past week grouped by source, calculate average lead score, and append a summary row to my sheet.'
- 4Pick Friday at 5 PM or your preferred day/time.
- 5Wait for the first automated report to verify the summary format.
Questions about this workflow
Can I include contacts from specific sources only?
Yes. Tell Notis which sources to include in your automation prompt (e.g., 'count contacts from website forms, email campaigns, and referrals only').
How are contacts grouped by source?
Notis pulls the source field from HubSpot and groups accordingly. You can customize the grouping in your automation prompt.
What if the week has no new contacts?
Notis still logs a row with zero values so you see the report ran and tracking is continuous.
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
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Google Sheets.