Make vendor proposals easier to compare
Capture the offer, terms, and open questions from a proposal in a consistent Airtable record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
Comparing proposals takes extra effort when each vendor describes the same details differently.
- Make proposal details easier to scan
- Keep open questions visible
- Reduce manual copying from documents
Setup
Build it in a few focused steps.
- 1Connect Apipie AI and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to summarize the supplied proposal and create an Airtable record with the offer details and open questions.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real vendor proposal.
Questions about this workflow
Can it read a proposal file automatically?
Apipie AI can summarize documents, but the webhook flow must provide the document or its content to the model.
Can it choose a vendor for me?
This workflow captures comparable details. Add explicit criteria if you want an AI recommendation in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apipie ai to Airtable. A trigger fires from one place; an action lands in another.
Apipie ai 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.
Apipie ai and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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