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Notis

Keep email context beside Airtable records

Add a short, useful email summary as a comment on the matching Airtable record.

Trigger

New Email Received

Trigger for new emails in an AgentMail inbox

Action

Create Comment

Creates a new comment on a specific record within an airtable base and table.

Why this helps

People reviewing a record often have to search the inbox to understand the latest conversation.

  • Keep a brief conversation note next to the relevant record.
  • Reduce inbox searching during handoffs and reviews.
  • Preserve source context such as sender and subject when available.

Setup

Build it in a few focused steps.

  • 1Connect Agent mail and Airtable once in the Notis portal.
  • 2Create a named automation in Automations, New Automation.
  • 3In one instruction, ask Notis to match the email to an existing Airtable record and add a concise comment with the relevant context, reporting uncertain matches.
  • 4Pick the Agent mail New Email Received trigger and choose where run reports go.
  • 5Test with one real email and review the comment on the matched record.

Questions about this workflow

Where does the comment go?

It is added to a specific record in an existing Airtable base and table. The prompt should give Notis enough information to identify the intended record.

Will it comment on every email?

The instruction can limit comments to emails that contain useful context and ask Notis to report when no confident record match is found.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agent mail to Airtable. A trigger fires from one place; an action lands in another.

Agent mail triggers

Airtable actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create base

Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Comment

Creates a new comment on a specific record within an airtable base and table.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Create Field

Creates a new field within a specified table in an airtable base.

ActionInstant

Create multiple records

Creates multiple new records in a specified airtable table.

ActionInstant

Create a record

Creates a new record in a specified airtable table; field values must conform to the table's column types.

ActionInstant

Create table

Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.

ActionInstant

Delete Comment

Deletes an existing comment from a specified record in an airtable table.

ActionInstant

Delete multiple records

Deletes up to 10 specified records from a table within an airtable base.

ActionInstant

Connect any two apps with Notis in the middle.

Agent mail and Airtable, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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