See upcoming proposal follow-ups before they arrive
Let Notis bring dated follow-up records into view so you can plan your next client touchpoint with time to spare.
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
Upcoming dates are easy to overlook when they are mixed into a large proposal tracker.
- See upcoming follow-ups in a scheduled report.
- Use dates already recorded in Airtable.
- Make planning the next client touchpoint easier.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for upcoming follow-ups.
- 3Describe in one instruction which records and date window to include using available Airtable dates.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with real dated records and check that the date window is useful.
Questions about this workflow
What if follow-up dates are not stored in Airtable?
The scan needs dates available in the records. If dates are missing, add them or use a different review rule.
Will it create calendar events?
No. This workflow lists matching Airtable records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Airtable. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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