Keep customer concerns from going quiet
Review open customer concerns on a schedule and see which ones still need a response or follow-up.
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
Customer concerns can lose visibility after the call, particularly when there is no routine to revisit them.
- Bring open concerns back into view.
- Summarize context available from the original conversation.
- Make the next response easier to prepare.
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 provide its name and prompt.
- 3Ask Notis to list open customer concern records in Airtable and summarize relevant available Avoma context.
- 4Pick a recurring schedule trigger and choose a report channel.
- 5Test with a few real concern records and review the result.
Questions about this workflow
What makes a concern open?
Your Airtable records need a status or another clear indicator that Notis can use.
Does it send a response to the customer?
No. It prepares a review of concerns for you to act on.
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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