Put priority pipeline work in one review batch
Give the pipeline a focused review pass based on the priorities you set for this week.
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
When every prospect looks equally urgent, deciding where to spend attention takes longer than it should.
- Collect pipeline items that fit your stated priorities.
- Make the next review pass more focused.
- Keep prioritization criteria explicit.
Setup
Build it in a few focused steps.
- 1Connect Apollo and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add its name and prompt.
- 3Describe your priority criteria using Apollo data that is available and ask Notis to create a review record for each match.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example and check whether the chosen items match your priorities.
Questions about this workflow
Can Notis invent a priority score?
It should use criteria you provide and available Apollo data. If a score needs a baseline, supply that baseline.
Does this change pipeline stages?
No. It creates records for review and leaves stage decisions to your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Airtable. A trigger fires from one place; an action lands in another.
Apollo 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.
Apollo 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.