Keep contract reviews visible in Airtable
Turn contract details that need attention into review records your team can track.
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
Contract review dates and open questions can get missed when they live apart from the team's work queue.
- Make review needs visible in a shared tracker
- Give contract follow-up a clear record
- Reduce manual checks for items needing attention
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which available Bonsai contract details qualify for review and to create an Airtable review record with the relevant context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contract example and confirm the review criteria and destination fields.
Questions about this workflow
Can the workflow decide whether a contract is legally acceptable?
No. It can organize supplied criteria and available contract details for human review, but the review decision belongs to a qualified person.
Can it know a contract's renewal date?
Only if that date is available in Bonsai or supplied for the run. Do not rely on an unstated or unavailable field.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Airtable. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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