Automate weekly revenue snapshots from Airtable to Slack
Every Friday, Notis pulls your revenue data from Airtable and posts a visual summary to Slack. Everyone on the team sees the business pulse without you manually assembling reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Why this helps
You spend 30-60 minutes every Friday or Monday pulling revenue numbers from Airtable, compiling them into a format for Slack, and sending them to the team.
- Reclaim 30-60 minutes weekly by automating report assembly
- Ensure the team sees revenue metrics on a predictable schedule
- Reduce manual errors from copying and formatting data
- Create organizational alignment around shared business metrics
Setup
Build it in a few focused steps.
- 1Connect Airtable and Slack to Notis (one-time).
- 2Create an automation: 'Every Friday at 2pm, pull revenue data from [Airtable table] and post a summary to [Slack channel].'
- 3Select 'Recurring schedule' as the trigger and choose Friday afternoon (or your preferred day/time).
- 4Tell Notis what metrics to include (ARR, MRR, new customers, churn, pipeline, etc.).
- 5Test it once, review the output, and adjust the format or timing for the next week.
Questions about this workflow
Can I include charts or visualizations?
Notis can post formatted tables and summaries. For complex charts, you can ask it to link to a live Airtable view that people can explore interactively.
What if the data isn't ready by the scheduled time?
You can adjust the automation time or manually trigger a report if needed. Notis will pull whatever data is in Airtable at the time it runs.
Can I post to multiple channels or send different summaries to different teams?
Yes. Create separate automations for executive team, sales team, or other stakeholders, customizing the metrics and channel for each.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Slack. A trigger fires from one place; an action lands in another.
Airtable triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add an emoji alias
Add an alias for an existing custom emoji.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a remote file
Add a reference to an external file for discovery and sharing.
Base Metadata Changed
Fires when a base's name or permission level changes.
Add Enterprise user to workspace
Adds an Enterprise user to a workspace, with optional guest restrictions.
Base Schema Changed
Fires when tables, fields, or views change in a base.
Add a star to an item
Star a channel, file, comment, or message.
User Profile Changed
Fires when the connected user's profile changes.
Add call participants
Register participants who join a call.
View Created
Fires when a new view is created in a base.
Add emoji
Add a custom emoji to a workspace.
View Deleted
Fires when a previously known view is deleted.
Add reaction to message
Add an emoji reaction to a message.
View Metadata Changed
Fires when a view's name or type changes.
Search for channels in Enterprise organization
Searches for public or private channels in an Enterprise organization.
Connect any two apps with Notis in the middle.
Airtable and Slack, or any other combination from 1,500+ integrations.
When this happens · Trigger
Do this · Action
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