See which invoices need your attention
Let Notis scan existing Airtable records on a schedule and send a concise report of invoices that match your criteria.
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 invoices are easy to overlook when follow-up depends on remembering to check a table.
- See matching invoices without manually opening the table each time.
- Use your own criteria for what needs follow-up.
- Receive a run report in the channel you already check.
Setup
Build it in a few focused steps.
- 1Connect Altoviz and Airtable once in the Notis portal.
- 2Create an automation with a clear name and prompt.
- 3Tell Notis which existing Airtable invoice records count as needing follow-up and ask for a concise report.
- 4Pick a recurring schedule trigger and a report channel.
- 5Test with a real table example and check that the report reflects available records.
Questions about this workflow
Does this send customers reminders?
No. The Airtable action is List records, which retrieves records. This workflow surfaces records for you to review.
Can Notis tell whether an invoice is overdue?
Only if the Airtable records include the relevant dates or status information and your prompt defines the criteria. A missing field or baseline must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Altoviz to Airtable. A trigger fires from one place; an action lands in another.
Altoviz 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.
Altoviz and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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