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See upcoming agreement dates before they arrive

Turn the dates already in Airtable into a forward-looking review queue.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create a record

Creates a new record in a specified airtable table; field values must conform to the table's column types.

Why this helps

Important dates blend into a long table, making it harder to plan ahead and act in time.

  • Surface dates within a window you choose.
  • Create review items that keep upcoming work visible.
  • Support planning without scanning every record.

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 date field and look-ahead window to use and to create a review record for matching agreements.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with known dates inside and outside the chosen window.

Questions about this workflow

Does this discover dates from Boloforms?

No. It uses dates in Airtable. Include the relevant date in your Airtable records first.

Can the look-ahead period vary?

Yes. State the time window in your instruction and use a date field present in the table.

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.

TriggerScheduled

Create base

Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Comment

Creates a new comment on a specific record within an airtable base and table.

ActionInstant

Create Field

Creates a new field within a specified table in an airtable base.

ActionInstant

Create multiple records

Creates multiple new records in a specified airtable table.

ActionInstant

Create a record

Creates a new record in a specified airtable table; field values must conform to the table's column types.

ActionInstant

Create table

Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.

ActionInstant

Delete Comment

Deletes an existing comment from a specified record in an airtable table.

ActionInstant

Delete multiple records

Deletes up to 10 specified records from a table within an airtable base.

ActionInstant

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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