Start proposal review with a ready queue
Set a regular review rhythm and let Notis find records that match the criteria you describe for your Airtable proposal tracker.
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
Finding which proposals deserve attention can take time before the actual review even starts.
- Start review with matching records gathered in one run.
- Use your own criteria for what needs attention.
- Spend less time searching across a tracker.
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 proposal review.
- 3Describe in one instruction which Airtable proposal records to find and how to report them.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test against real Airtable records and check whether the returned queue is useful.
Questions about this workflow
Does the schedule know which proposals need review?
Not by itself. Describe criteria that can be evaluated from Airtable records. Any missing baseline, history, or decision rule must be supplied by you.
Does this workflow change Airtable records?
No. It lists matching records for review; it does not update proposal statuses or send client follow-ups.
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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