Keep document notes attached to the work
Gather comments from a tracked document record on a schedule so decisions and handoff context are easier to find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Comments
Retrieves all comments for a specific record in an airtable table, requiring existing `baseid`, `tableidorname`, and `recordid`.
Why this helps
Useful instructions in record comments can be overlooked when they are buried among other work.
- Bring record comments into a concise review.
- Keep important context tied to the document record.
- Reduce manual comment checking.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction which base, table, and record comments to retrieve and summarize.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real record that has comments.
Questions about this workflow
What information is required?
The existing base id, table id or name, and record id are required.
Can the action create comments?
No. This workflow lists existing comments for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Airtable. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
ActiveMerge and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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