Get a concise view of member onboarding in progress
Replace a broad table scan with a short scheduled digest of new or pending members, based on the criteria your team uses.
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
A long onboarding table can make it hard to see who needs attention without spending time filtering and rereading records.
- Summarize new or pending member records in one report.
- Make onboarding progress easier to scan between other tasks.
- Focus attention on records that meet your chosen criteria.
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, the records to include, and the summary details that matter.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and confirm the digest is concise and accurate.
Questions about this workflow
Does this create a separate digest table?
No. It lists records and produces a run report. It does not create or update Airtable records.
Can the digest include next steps?
It can summarize next steps when they are present in Airtable or provided as context. Define what to highlight in the instruction.
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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