Find trade reviews that are waiting on you
Use a recurring check to surface trade records that meet the review criteria you choose, so follow-ups do not fade from view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Open trade reviews can get buried when there is no simple way to find records that still need attention.
- Find records matching a review rule you define.
- Reduce manual scanning of a long trade table.
- Make follow-up items easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction which Airtable trade records count as needing review and how to summarize matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with real Airtable records and confirm the table contains the information your review rule needs.
Questions about this workflow
Does this workflow know when a trade is stale?
Only if your Airtable records include a date or status that supports the rule you describe. Notis cannot infer missing review history.
Does it update records?
This workflow lists matching records for a follow-up summary. It does not change their values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Airtable. A trigger fires from one place; an action lands in another.
Alpaca 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.
Alpaca and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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