Bring your highest priority proposals into view
Use client priority information you already track to shape a more useful scheduled proposal review.
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
A long proposal list gives every item equal visual weight, even when your team has different priorities.
- Make a long list easier to scan in priority order.
- Apply the priority rules your team already uses.
- Keep review focused on available client context.
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 priority review.
- 3Describe in one instruction which Airtable records to include and how to order them using available priority details.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with real records and check the list order against your intended priorities.
Questions about this workflow
Can it know our client priority tiers automatically?
Only if those tiers appear in Airtable or you provide the criteria in your instruction. Missing client context must be supplied.
Will it change the records' priority?
No. This workflow lists records for review and does not update their fields.
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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