Keep proposal templates aligned with Airtable changes
When your Airtable structure changes, prompt a focused review of the proposal template your team relies on.
Trigger
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Action
Get Template Details
Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.
Why this helps
Airtable fields evolve, while proposal templates can quietly keep describing an old process or outdated information.
- Surface template content that may refer to changed Airtable tables or fields.
- Turn a structural change into a clear review prompt instead of relying on memory.
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 review the selected template for references affected by the Airtable schema change, and summarize items for a person to verify.
- 4Pick the Airtable Base Schema Changed trigger and choose where run reports should go.
- 5Test with one real schema change and a selected template.
Questions about this workflow
Does this automatically edit the Better Proposals template?
No. The available action retrieves template details. Notis can review those details and report possible updates, but it cannot edit the template with this action.
Can Notis tell which fields changed?
Use only change details the Airtable event provides. If the event does not identify affected fields, include that information in your instruction or treat the review as a general check.
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.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
View Created
Triggers when a new view is created in an Airtable base.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
View Deleted
Triggers when a previously known Airtable view is deleted.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
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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