Keep supplier document reviews moving
Use a scheduled review to find supplier records tied to documents needing action and update their status.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update multiple records
Updates multiple existing records in a specified airtable table; these updates are not performed atomically.
Why this helps
Supplier documents may be processed, but review status can remain out of date in the team's working records.
- Bring document review outcomes into supplier records.
- Make pending review work easier to spot.
- Reduce manual status reconciliation.
Setup
Build it in a few focused steps.
- 1Connect Algodocs and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for supplier document review.
- 3Describe in one instruction how to compare available document review results with supplier records and update matching statuses.
- 4Choose a recurring Notis schedule and choose where run reports go.
- 5Test with one real supplier document result and verify the intended record and status.
Questions about this workflow
Can the scheduled check access document review results?
It can use results available through the connected Algodocs integration or supplied to Notis. Confirm the needed details are accessible during setup.
What if a supplier match is uncertain?
Instruct Notis to report uncertain matches for human review instead of updating a record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Algodocs to Airtable. A trigger fires from one place; an action lands in another.
Algodocs triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Algodocs and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Airtable.