Find proposal work without a clear owner
Surface proposal records that need ownership clarified, using the owner information already present in Airtable.
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
When ownership is unclear, a proposal can wait while everyone assumes someone else is handling it.
- Make records without clear ownership visible.
- Support cleaner handoffs across the team.
- Use a repeatable review based on available data.
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 ownership review.
- 3Describe in one instruction how to identify proposal records without an owner and report them.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with records that have and lack owner information.
Questions about this workflow
Will this assign an owner automatically?
No. It lists records for review. The action used here does not assign or update ownership.
What if our Airtable table has no owner field?
Notis can only evaluate ownership information that is present in the returned records. Add that information or use another available criterion.
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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