Start the week with a ready-to-review trade queue
Collect the trade details and notes you provide into a batch of Airtable records for your weekly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create multiple records
Creates multiple new records in a specified airtable table.
Why this helps
Review sessions are easy to postpone when gathering trade details and notes becomes a separate task.
- Gather multiple review items in one scheduled run.
- Keep follow-up review separate from order execution.
- Make it easier to resume a review after interruptions.
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 how to group the available trade details and notes into review records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of trade details, supplying any missing history or notes.
Questions about this workflow
What is included in the review queue?
The records can include details and notes available to Notis. Specify what you want in the instruction and supply any historical context that is not available from the incoming information.
Does this workflow analyze performance automatically?
It can organize available information for review, but it cannot calculate comparisons that require missing trade history or a baseline you have not supplied.
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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