Make monthly affiliate closeout easier to review
Gather the month's available affiliate activity into a clear Airtable closeout record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
Month end becomes a scramble when transactions, commissions, and payments are reviewed separately.
- Bring month end context into a consistent record.
- Reduce repeated report gathering.
- Make closeout reviews easier to revisit.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an Airtable closeout record summarizing the available Adtraction transactions, commissions, and payments for the prior month.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real example and review the period and available details.
Questions about this workflow
Will it confirm that the month is financially reconciled?
No. It creates a review record from available data; a person should make any reconciliation decision.
Can it include missing categories?
Only when the source provides those details or they are supplied to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Airtable. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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