Turn agency performance reviews into follow-through
Have Notis create Airtable review records on a schedule from performance information and observations you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create multiple records
Creates multiple new records in a specified airtable table.
Why this helps
Performance reviews can end as a one-time discussion when decisions and follow-up are not captured in a shared place.
- Record review findings in a shared Airtable table.
- Capture decisions and follow-up alongside performance observations.
- Make recurring review outcomes easier to compare when you provide the history.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, describe which supplied performance details and decisions to save as Airtable records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real performance review example.
Questions about this workflow
Does the workflow fetch performance metrics from AgencyZoom automatically?
No AgencyZoom trigger or performance read event is listed here. Provide the metrics or source context in the run input.
Can it create several review records at once?
Yes. The Create multiple records action can create several records in an existing Airtable table, with values that conform to its fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Airtable. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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