Turn completed tasks into a visible accountability record
The moment a task is marked complete in Salesforce, Notis logs it to your Google Sheets accountability sheet. Your team sees who finished what, by when—automatically, without status-meeting overhead.
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
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
Tasks get done but the work is invisible until someone asks in a standup. Teams can't see completion patterns or spot who's bottlenecked, and follow-ups get lost in Salesforce views.
- Automatic record of who completed what and when
- Spot patterns in task completion time
- Reduce interruptions from 'Did you finish X?' questions
- Team visibility without status meetings
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Google Sheets to Notis
- 2Create an automation: 'When a task is marked complete in Salesforce, add a row to my task log sheet with the task subject, assigned person, due date, completion date, and any notes'
- 3Set the trigger to Task Created or Completed. Choose your notification channel.
- 4Test by completing a task in Salesforce and verify the row appears in your sheet
- 5Notis now logs every task completion automatically
Questions about this workflow
Can I filter to log only certain types of tasks?
Yes. Mention task types in your prompt (e.g., 'log only client-facing tasks' or 'exclude internal meetings') and Notis will filter accordingly.
What if a task is reopened after completion?
Notis logs the original completion. If the task is reopened, you can mention in your prompt to log reopenings separately, or just track final completions.
Can this replace status updates?
For many teams, yes. A shared accountability sheet gives everyone visibility without the meeting overhead, though some contexts still need synchronous check-ins.
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.
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When this happens · Trigger
Do this · Action
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