Catch up on agreement discussion in one pass
Summarize record comments so useful context is easier to revisit during a review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Comments
Retrieves all comments for a specific record in an airtable table, requiring existing `baseid`, `tableidorname`, and `recordid`.
Why this helps
Important context in record comments is easy to miss when catching up across many agreements.
- Bring comment context into a scheduled review.
- Reduce record-by-record catch-up.
- Keep discussion connected to the agreement records.
Setup
Build it in a few focused steps.
- 1Connect Boloforms and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which agreement records to inspect and how to summarize their comments.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test on a record with relevant comments.
Questions about this workflow
What is required to read comments?
The workflow needs the existing Airtable base, table, and record identifiers.
Can it summarize every agreement?
Specify the records or selection criteria, and ensure the chosen records have comment access and identifiers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boloforms to Airtable. A trigger fires from one place; an action lands in another.
Boloforms 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.
Boloforms and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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