Find a proposal starting point for a new Airtable workflow
A new Airtable view can signal a new client or delivery process. Use it to surface proposal templates worth considering.
Trigger
View Created
Triggers when a new view is created in an Airtable base.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
A new workflow can start before anyone remembers which proposal template to use as its starting point.
- Bring available templates into view when a new Airtable workflow appears.
- Reduce time spent searching the proposal library for a starting point.
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 list available templates and suggest candidates for the newly created view using the view context you provide.
- 4Pick the Airtable View Created trigger and choose where run reports should go.
- 5Test with one real view and confirm the recommendations use only available view details.
Questions about this workflow
Will this create or send a proposal?
No. It lists templates for selection. Creating a proposal or sending one is outside the available actions.
Can it infer what the Airtable view is for?
Only when the view event or your instruction supplies enough context. If its purpose is not available, Notis can list templates without making a grounded recommendation.
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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No card. Works with personal or business Better proposals.