Bring unanswered proposal questions back into view
Use notes and status details already in Airtable to find proposal conversations that may need another look.
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
Questions and open points can get buried in a proposal history while attention shifts to newer work.
- Bring likely open questions into a regular review.
- Use your team's existing notes and status conventions.
- Make it easier to resume a client conversation.
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 open question review.
- 3Describe in one instruction which record notes or statuses indicate an unresolved question.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with records that have known open and resolved questions.
Questions about this workflow
Can the workflow know whether a question was answered elsewhere?
Only if that answer is represented in Airtable or included in information available to the run. State any required context that is missing.
Does it contact the client?
No. It lists records for review and does not send client messages.
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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