Spot proposals that may be waiting on a follow-up
Use the information already in your Airtable tracker to surface proposals for human follow-up review on a schedule.
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 follow-up depends on remembering dates and statuses, a busy week can leave a client waiting.
- Make potential follow-ups visible in a scheduled report.
- Apply a consistent review rule using available record data.
- Keep the decision to contact a client in your hands.
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 follow-up review.
- 3Describe in one instruction which records and available dates or statuses should be listed for review.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with real records and confirm the report surfaces the proposals you expect.
Questions about this workflow
Will it send follow-up messages to clients?
No. This workflow lists Airtable records for review. It does not send messages or update Better Proposals.
What if my Airtable records do not have dates?
Notis can only assess dates provided in the returned records. Add the needed date information or provide another usable criterion in your instruction.
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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