Find member records that may need a fresh touch
A scheduled review can bring older member records back to your attention, using the timing or status criteria you define for your community.
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
Quietly stale records blend into a large member list when follow-up depends on remembering to revisit them.
- Surface records that meet your stale or overdue criteria.
- Create a regular checkpoint for member relationship follow-up.
- Make inactivity easier to review without scanning the whole table.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, specify the Airtable table and define how to identify a stale record using data the table contains.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and confirm the review reports the intended records.
Questions about this workflow
Can Notis determine a member's last contact date?
Only if that date is present in Airtable or supplied in available context. Include the relevant field and stale threshold in your instruction.
Does this send a message to the member?
No. It lists records for your team's review and follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Airtable. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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