Client status reports built and ready by Friday afternoon
Every client gets an updated status report in Google Sheets by 3pm Friday. No scrambling to compile updates Thursday night.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create sheet from JSON
Creates a new google spreadsheet and populates its first worksheet from `sheet json`, which must be non-empty as its first item's keys establish the headers.
Why this helps
Weekly client reporting is a context-heavy task. You context-switch between Airtable, email, and meeting notes to compile updates, often delaying reports until Friday evening.
- Send timely weekly updates without last-minute scrambling
- Maintain consistent client communication cadence
- Build historical project records for future reference
- Free Friday afternoon for other work instead of reporting
Setup
Build it in a few focused steps.
- 1Connect Airtable (client projects base) and Google Sheets to Notis
- 2Create automation: 'Every Friday at 2pm, create a new Google Sheet titled Weekly Status [Date], then populate it with columns for Client, Project, Status, Completed This Week, and Next Steps from my Airtable'
- 3Set trigger to 'Weekly Friday 2:00 PM' and action to 'Create sheet from JSON'
- 4Specify which Airtable columns map to your report (e.g., Project Status, Recent Updates, Blockers)
- 5Test by running manually and sharing the generated sheet with one client
Questions about this workflow
Can it create separate sheets per client?
Yes. Tell Notis to create one sheet per client, or one sheet with all clients separated by section.
Does it include attachments or links from Airtable?
It captures text and links. Attachments can be included if you store URLs in Airtable.
Can it auto-share the sheet with clients?
Notis creates the sheet. You can then share manually, or set up a separate sharing automation via Zapier or Make.
What if a project has no updates that week?
Tell Notis to show all projects or only those with updates. You can customize the rule.
When this happens · Trigger
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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.
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