See your proposal pipeline at a glance
Bring the status information already in Airtable into a compact scheduled snapshot that is easier to scan and resume.
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 scattered pipeline makes it difficult to quickly understand what is moving and what may be stalled.
- Get a recurring summary from existing status data.
- Reduce time spent scanning records one by one.
- See which statuses may need a closer look.
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 the status snapshot.
- 3Describe in one instruction which proposal records to include and how to summarize their available statuses.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with current Airtable records and verify the snapshot reflects their data.
Questions about this workflow
Does this create a separate snapshot table?
No. This workflow lists records and reports a summary. It does not create or update Airtable records.
Can it show status changes over time?
Only if that history exists in the data Notis can access. A current status alone does not provide a historical baseline.
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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