Capture proposal volume during an Airtable base handoff
A change in base ownership or access is a good moment to understand the proposal workload your team is carrying.
Trigger
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Action
Get Proposal Count
Tool to retrieve the total count of proposals. use when you need to know how many proposals exist.
Why this helps
During a handoff, teams can overlook the overall proposal workload while focusing on the access change itself.
- Add a simple workload signal to a base handoff review.
- Help teams put proposal volume in context while access or ownership changes.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Better Proposals once in Notis.
- 2Create an automation in plain language from any channel or in Automations, New Automation.
- 3Ask Notis to retrieve the proposal count and include the base change details available for a handoff note.
- 4Pick the Airtable Base Metadata Changed trigger and choose where run reports should go.
- 5Test with one real metadata change and record the returned count with its context.
Questions about this workflow
Does the count show which proposals belong to this Airtable base?
No. The action returns a total proposal count, not a base-specific breakdown.
Can this establish a trend over time?
A single run provides a point-in-time count. A trend requires retaining prior snapshots outside the listed action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Better proposals. A trigger fires from one place; an action lands in another.
Airtable triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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View Deleted
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Get All Document Types
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View Metadata Changed
Triggers when an Airtable view changes its name or type.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Airtable and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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