Keep the evidence behind meeting takeaways
Save a short source excerpt with a meeting takeaway to make later review more grounded and efficient.
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
A summary without its supporting conversation can be difficult to verify when someone revisits it later.
- Keep short supporting excerpts with a takeaway.
- Make summaries easier to verify against the conversation.
- Reduce the need to search a full transcript again.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis to create a record for each requested takeaway with a concise supporting excerpt from the meeting when available.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one Avoma meeting that includes transcript content.
Questions about this workflow
Will every record include an exact quote?
Only if the input includes transcript text and the prompt asks for exact excerpts; otherwise it should label a summary as a paraphrase.
Can this store confidential call content?
The records will contain only what you instruct Notis to extract, so specify what information should be excluded.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Airtable. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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