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Check open proposals when an Airtable workflow disappears

A deleted view may mean a process has changed. Bring proposal work into view before open client conversations are overlooked.

Trigger

View Deleted

Triggers when a previously known Airtable view is deleted.

Action

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

Why this helps

When a workflow view disappears, open proposals tied to that process can be easy to forget during a busy transition.

  • Prompt a human review of current proposals during a workflow transition.
  • Help keep client commitments visible when an Airtable view is removed.

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 proposals and highlight items that may relate to the deleted view using the context you supply.
  • 4Pick the Airtable View Deleted trigger and choose where run reports should go.
  • 5Test with one real deleted view and confirm the report distinguishes known context from assumptions.

Questions about this workflow

Can this identify exactly which proposals used the deleted view?

Not from the listed actions alone. Provide matching context or have Notis report proposals for a person to review.

Does it update proposal statuses?

No. The available proposal list action retrieves data but does not change statuses or follow up with clients.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Company

Tool to create a new company. use after confirming the company does not already exist.

ActionInstant

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Create Document Type

Tool to create a new document type. use after confirming the desired type name does not already exist.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

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.

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Get All Companies

Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

Get All Currencies

Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

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.

ActionInstant

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

Get All Proposals

Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.

ActionInstant

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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