Refresh review dates across agreement records
Update a defined set of Airtable records together when your review cycle begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update multiple records
Updates multiple existing records in a specified airtable table; these updates are not performed atomically.
Why this helps
Updating a group of review dates one record at a time adds busywork and encourages inconsistent timing.
- Update multiple existing records in one run.
- Reduce repetitive maintenance at review time.
- Keep a group of records aligned to the same review cycle.
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 how to identify the agreement records and which review date to set across them.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with a few known records and verify each update.
Questions about this workflow
Are multiple updates atomic?
No. The listed action updates multiple records, and those updates are not performed atomically.
What date should it use?
Specify the review date or rule in your instruction and ensure the Airtable field accepts that value.
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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